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 main action functions are:
![]() | New Element Allows you to enter a new element in the list. |
![]() | Export 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.