Visit planning and scheduling should ideally go according to plan – however, visit cancellations, postponements and other unforeseen circumstances can oftentimes leave your calendar with open gaps which could be spent making important store visits and generating sales. In the 1805 release, you can utilize a map alongside your daily schedule to quickly search for key accounts nearby your desired location and effectively plan visits on the fly during the middle of your workday.
In the Calendar Day view, in 1805 you can now see an enhanced map view with your existing schedule for the day. In this example, you originally had a 2PM visit which was then postponed to a later date. This is fine, except there’s now a gap in the schedule between 1:30PM and 4PM which could be used to visit key accounts nearby.
You can click on “Show Accounts” to display desired accounts sets that reside within the context of your current map view.
The initial account set displays according to the default results set that you currently have configured for your Accounts workcenter. You can then select from the dropdown list to find a specific list of key accounts to filter your map results as desired. The “Search Map Area” action allows you to zoom your map to the desired location and trigger a search of accounts in this new area.
Once you find the desired account you’d like to plan a visit for within your schedule, you can then drag and drop the account pin directly onto your schedule at the desired timeslot to begin planning a visit or activity.
After you’ve saved the visit, your daily schedule will refresh and reflect your new schedule.
If your ad-hoc visit plan looks like a desirable plan going forward, you can now save your daily schedule as a route for future visit planning usage directly from the calendar.
If you're interested in learning more about this feature, click here.
In the Calendar Day view, in 1805 you can now see an enhanced map view with your existing schedule for the day. In this example, you originally had a 2PM visit which was then postponed to a later date. This is fine, except there’s now a gap in the schedule between 1:30PM and 4PM which could be used to visit key accounts nearby.
You can click on “Show Accounts” to display desired accounts sets that reside within the context of your current map view.
The initial account set displays according to the default results set that you currently have configured for your Accounts workcenter. You can then select from the dropdown list to find a specific list of key accounts to filter your map results as desired. The “Search Map Area” action allows you to zoom your map to the desired location and trigger a search of accounts in this new area.
Once you find the desired account you’d like to plan a visit for within your schedule, you can then drag and drop the account pin directly onto your schedule at the desired timeslot to begin planning a visit or activity.
After you’ve saved the visit, your daily schedule will refresh and reflect your new schedule.
If your ad-hoc visit plan looks like a desirable plan going forward, you can now save your daily schedule as a route for future visit planning usage directly from the calendar.
If you're interested in learning more about this feature, click here.
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