Changes

Jump to navigation Jump to search
309 bytes removed ,  14:19, 9 June 2021
Line 36: Line 36:  
=== Smart Planning tab ===
 
=== Smart Planning tab ===
   −
;Use smart planning: Check to enable smart planning. The smart planning feature allows you to mark certain appointments (or activities, tasks, ...) to a fixed date and time, so that the automatic optimization cannot replan these activities. Before you can start using smart planning, contact us and send us your Google API key. We will register it for you and send you a confirmation email. After registering, you can enable this function.
+
;Use smart planning: When this feature is enabled, the optimization process ensures that appointments are not be planned outside of opening hours. Users can also mark appointments as fixed; these appointments stay in their original time slot during optimization. To enable smart planning, contact your Business Development Manager or send an email to <code>mobilecrm@resco.net</code>.
 
  −
{{Note|Smart planning uses Google's Distance Matrix API, which may result in higher costs while using Google API services. You can learn more about the pricing [https://developers.google.com/maps/documentation/distance-matrix/usage-and-billing here].}}
      
;Fixed Visit Field: Select a field from the appointment entity that determines whether the appointment has a fixed date and time. The time of the appointment does not change even when you start the automatic optimization of appointments in the app. This has to be a field of the type ''two options'' (Yes/No).
 
;Fixed Visit Field: Select a field from the appointment entity that determines whether the appointment has a fixed date and time. The time of the appointment does not change even when you start the automatic optimization of appointments in the app. This has to be a field of the type ''two options'' (Yes/No).

Navigation menu