Create Appointments

As the salesperson, you can create appointments at any point after the sales administrator downloads the route to the device. You can also create follow-up appointments based on any existing appointment.

Once you start the route, the Calendar page helps you view the list of appointments associated with the route from the Appointments tab.

Note:

For tablet devices, tap Calendar from the Main menu to view appointments.

To create an appointment:

Tap the Actions menu from the Appointments tab on the Calendar page and select Create Appointment.
Fill up the required information such as Name, Location, Start Date, End Date, and Description.
Tap Account Name to select the account from the list of available accounts. You can only see accounts for which information was downloaded during the route download. Select an account that's not available in the list, use the search option.

The following values are set automatically when you create a new appointment:
- Owner is the user.
- Store Visit is set to Y and can only be changed from the web application.
- Visit Status is set to Not Started.
Note:
The offline mode on your device is automatically disabled for the accounts search option. Once you select the account, the offline mode is reenabled.
Tap Save.
Tap Pending Sync from the Main menu. From Actions menu, tap Sync.

You can create a follow-up appointment in two ways based on any existing appointment:

Note:

The start date and end date for the follow-up appointment dates are set at a date after two weeks from the existing appointment dates.

From the appointment details view:
1. On the Appointments tab, tap an appointment name to go to its detailed view.
2. From the Actions menu, tap Create Follow-Up.
From the check-in tab:
1. On the Appointments tab, check in to an appointment.
2. On the tasks tab, tap Create Follow-Up from Actions menu.

Salesperson can also create the required call records to cater to on-demand and unscheduled appointments.