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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 == | |||
Route plans are configured for each [[app projects|app project]] in [[Woodford]]. Select '''Route Plan''' from the '''Project''' menu of [[Woodford]] to display a list of route plans. You can design multiple different route plans. After you're done designing a route plan, add it to the [[home screen]] of the app. | Route plans are configured for each [[app projects|app project]] in [[Woodford]]. Select '''Route Plan''' from the '''Project''' menu of [[Woodford]] to display a list of route plans. You can design multiple different route plans. After you're done designing a route plan, add it to the [[home screen]] of the app. | ||
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* Source Views: Select entities that should be displayed on the map. User can click the map pins to add an appointment with the entity to their daily route. | * Source Views: Select entities that should be displayed on the map. User can click the map pins to add an appointment with the entity to their daily route. | ||
Set up the route plan, then click '''Save & Close'''. | |||
== Activity tab == | == Activity tab == | ||