Route plan: Difference between revisions

Jump to navigation Jump to search
no edit summary
No edit summary
Line 1: Line 1:
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.
== Using route plan in mobile CRM ==


== Configuring in Woodford ==
== Configuring in Woodford ==
Line 12: Line 16:
Set up the route plan, then click '''Save & Close'''.
Set up the route plan, then click '''Save & Close'''.


== Activity tab ==
=== Activity tab ===


; Activity: Defines which entity should be shown/edited on the route plan. Often, this is the Appointment entity.
; Activity: Defines which entity should be shown/edited on the route plan. Often, this is the Appointment entity.
Line 29: Line 33:
; Start/end route at work: Check if work is used as the default starting and ending location. Clear if you want to use the current location instead.
; Start/end route at work: Check if work is used as the default starting and ending location. Clear if you want to use the current location instead.


== Filter Fields tab ==
=== Filter Fields tab ===


This tab displays a list of entity fields of the entity selected on the '''Activity''' tab. Select which fields should be used for filtering. A good example of such a field is the field Owner.
This tab displays a list of entity fields of the entity selected on the '''Activity''' tab. Select which fields should be used for filtering. A good example of such a field is the field Owner.


== Source Views tab ==
=== Source Views tab ===


; List of entities: Select entities that should be displayed on the map. This list displays entities that have GPS coordinates latitude and longitude enabled. Also, the ''Regarding'' field of the entity selected in the Activity tab must have the entities among its lookup targets.
; List of entities: Select entities that should be displayed on the map. This list displays entities that have GPS coordinates latitude and longitude enabled. Also, the ''Regarding'' field of the entity selected in the Activity tab must have the entities among its lookup targets.
; Initial Entity: Choose an entity that should be displayed by default.
; Initial Entity: Choose an entity that should be displayed by default.


== Rules ==
=== Rules ===


You can use [[Rules editor|rules]] to customize the behavior of your route plan. The following actions trigger rule execution on a route plan:
You can use [[Rules editor|rules]] to customize the behavior of your route plan. The following actions trigger rule execution on a route plan:

Navigation menu