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Route plan: Difference between revisions
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Route planning allows users (or their manager) to use Mobile CRM app to create a daily route. It is similar to the [[global map]] in that it displays a map and a list of entities, for example contacts or accounts. However, it also allows you to tap any subject and create appointments. It can also suggest an optimal route for you that you can follow to visit all your today's appointments with least overhead. | Route planning allows users (or their manager) to use Mobile CRM app to create a daily route. It is similar to the [[global map]] in that it displays a map and a list of entities, for example contacts or accounts. However, it also allows you to tap any subject and create appointments. It can also suggest an optimal route for you that you can follow to visit all your today's appointments with least overhead. | ||
== Configuring in Woodford == | == Configuring in Woodford == | ||
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; Alternative visit location: If you define alternative location fields, you can then define an alternate location for route items (appointment/activity). | ; Alternative visit location: If you define alternative location fields, you can then define an alternate location for route items (appointment/activity). | ||
=== Smart Planning tab === | === Smart Planning tab (Routes AI) === | ||
;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>. | ;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>. | ||
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You can configure opening hours for the entities selected on the '''Source Views''' tab. Appointments for these entities can be only scheduled during the opening hours. See [[Opening hours]] for more information on how to configure them. | You can configure opening hours for the entities selected on the '''Source Views''' tab. Appointments for these entities can be only scheduled during the opening hours. See [[Opening hours]] for more information on how to configure them. | ||
== Using route plan in mobile app == | |||
* Select what to display on your map. | |||
:[[File:Select what to display on the map.png]] | |||
* Tap a location on the map to create an appointment with your account, contact, or lead. Route planner can navigate you on your way. | |||
:[[File:Add an appointment with mr snape.png]] | |||
* The planner ensures that a visit is not planned outside of [[opening hours]]. (*) Administrators can define the default opening hours for all records, but the users of the mobile app can modify the hours of a particular record. | |||
:[[File:Edit record opening hours.png|600px]] | |||
* Some appointments are not flexible; the time of the planned visit cannot change. Enable '''Fixed time''' for these visits. (*) | |||
:[[File:Fixed time appointments.png|300px]] | |||
* Configure where to start and end your trip: current location, home, work, or define a custom location. | |||
:[[File:Custom start location.png|600px]] | |||
* Plans can change. You can modify the address of a planned visit or appointment. | |||
:[[File:Route planner alt address.png|400px]] | |||
* Once you're added all your appointments for the day, tap '''Optimize Route''' and let the AI do the work: rearrange your appointments for maximum efficiency. (*) | |||
:[[File:Optimize route.png|600px]] | |||
* Sometimes, you plan just a bit too much. | |||
:[[File:Unable to schedule.png]] | |||
{{Note|Items marked by an asterisk (*) require '''Routes AI'''. Also, route optimization without this feature ignores fixed appointments and opening hours.}} | |||
[[Category:Woodford]] | [[Category:Woodford]] | ||