Visit Calendar Page

To plan your visits, use one of these ways on the offline mobile app.

• From the User Cockpit for Base Data Model or Your Day, tap Show Visit Calendar. This view shows the scheduled and in progress visits for the week.
• From the Advanced User Cockpit for Enhanced Data Model or Your Day (Adv), tap Show Visit Calendar.

  This view shows the visit details for the week, and options to start, execute, complete, cancel, reschedule, or delete a visit, and navigate to the store related to the visit.

• From the Advanced User Cockpit for Enhanced Data Model or Your Day (Adv), tap , and then tap Visit Execution.

  This view shows the list of visits scheduled for the current week.

You can perform these tasks from the Visit Calendar page.

• To create a visit, tap
• To view visits for a different period, tap
• To view the previous and next weekly visits, use the arrows.
• To perform more actions, tap , and select one of these options.
  • Plan Job Lists: Schedule a visit for a predefined job list. Drag a job from the predefined job list to the visit calendar. For more information, see Create Visits from Job Lists.
  • Plan Customers: Allocate visits for multiple customers in bulk. View all your customers and drag any customer to the visit calendar. For more information, see Manually Plan Visits for Customers.
  • Automatic Planning: Replicate your current visits to the current week and the subsequent week. For more information, see Automatic Visit Planning.
  • Create Trip List: Plan visits based on a predefined sequence of customers. For more information, see Create Trip Lists.
  • Update Trip List: Update a trip and edit the description, validity, and day when the trip list is valid.
  • Delete Trip List: Delete an existing trip list.
  • Create Visits Via TripList: Create a visit for an existing list from your trip list. Move any triplist to the visit calendar. For details, see Trip List-Based Visit Planning.
  • All Visits: View all visits for the day.
  • Only Planned Visits: View only the planned visits for the day.
  • Set Default Visit Type: Select a visit type that’s applied by default when you create a visit. For more information, see Select a Default Visit Type.
  • Choose User: View the sales rep associated with the app.
  • Scan Customer: Add a customer by scanning a barcode. For more information, see Create Visits by Using Barcode Scan.
  • Daily View: View visits that are scheduled or in progress for the day in a sequence based on optimized route and planned visit timing. Create visits and select a location for creating map-based visits. View the visit details, execute, complete, cancel, reschedule, or delete a visit, and navigate to the store related to the visit. To show traffic and route, and to cancel all visits, tap .
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  Note You can delete visits, except completed visits, if Delete Allowed is selected in the visit template.