Customer visit settings are used for automatic visit planning.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create customer conditions: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
For a combination of management type and visit template, you can have only one active customer visit setting for a specified period.
You can plan visits:
- If the sales org of a visit and the sales org selected in automatic sales org flow are the same.
- If a user is added as a customer manager and has the required access.
- If a customer visit setting is valid during the visit creation date and has an active visit template associated with it.
- From the App Launcher, find and select Customers.
- Select a customer.
- In the Customer Call Settings related list, click New.
-
Provide these details:
Field Description Identification Customer Name of the customer. This field is auto-populated with the selected customer. Visit Template Visit template used by the automatic visit planning algorithm for generating visits.
Note The sales org of the customer and the call template must be the same.Planning Mode Mode of automatic visit planning. The options are:
- None: Visits aren’t planned automatically.
- Start Week: Visits are planned for a specified frequency from a specified start week. After the end of a financial year, planning restarts from the start week.
- Start Week Year: Visits are planned for a specified frequency from a specified start week. The start week is considered only for the initial year.
- Last Call & Frequency: Visits are planned based on last successfully completed visit and specified frequency.
Frequency Number of weeks between two calls. Start Week Week of the year from when automatic visit planning starts. Management Type Management relation between a user and a customer. The options are:
- Sales
- Service
- Consultant
- Call Center
This value is compared with the Default Management Type value set while assigning managers to customers. The value identifies the users for whom visits are created by automatic visit planning.
Overdue Check Indicates whether customers are overdue for a visit. This option appears only on mobile devices. Active Indicates whether a customer visit setting is active. Time of Day Time of the day used by the automatic planning algorithm to schedule visits. Duration Duration of a visit. If the field is blank, the duration defined in the visit template specified in the customer visit settings is used. Day of Week Day of the week used by the automatic planning algorithm to schedule visits. Valid From Start date of the validity period of a visit setting. Valid Thru End date of the validity period of a visit setting. - Save your changes.