Customer Visits

You can check for any overlapping appointments, travel times and the optimal route on the Customer Visits module.

This feature is designed to be fully automated and integrated with the Calendar and the Geotagging module – simply load an event, set it as "Off Premises" and you will be done.

On the main screen you will find a list (or table, depending on the selected display mode) that contains all your future appointments.

The top bar contains the search function on the left and the list/grid action functions at the top right. These functions may be displayed or not, depending on the data displayed in the module or on the permissions set by the system administrator.

The main action functions are:

New Element
Allows you to enter a new element in the list.
Allows you to export all the displayed data.
Display Mode
This allows you to switch between list view and grid view or vice versa.

The New Element function is only displayed if the module allows for data input but above all, based on user privileges.

Clicking on the input button opens a new window that allows you to complete the fields regarding the new appointment.
Whereas clicking on an existing item in the list will display the map of the Customer Visits.

Below you will find the schedule of all your appointments for the day, including: name, duration of the individual appointments and travel times.

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