Adding Accounts to Routes Using the Accounts View
The following procedure shows you how to add accounts to a route using the Accounts tab.
To add accounts to a route using the Accounts view
Navigate to the Routes screen.
In the Routes list, drill down on a route.
Click the Accounts tab.
In the Accounts list, create a new record and complete the necessary fields.
Some fields are described in the following table.
Field Comments Account
Only accounts where the user is on the coverage team can be added.
Call Duration
The scheduled duration of the account call.
Call Time
The application automatically enters the current time in this field. Edit the value to reflect the time at which the account is to be visited.
Last Call
Identifies the date and time of the most recent call to this account.
Offset Day
Allows you to create routes that span more than one day. Indicates the number of days after the beginning of the route that an account should be visited.
For example, if an account is to be visited on the first day of a route, this field should be set to 0. If the account is to be visited on the second day of a route, this field should be set to 1.
Repeat Step 4 until all accounts have been added to the Accounts list.