Help with appointments close to the customer
Display of active appointments near the lead that is currently being scheduled.
For route optimization, the sidebar shows which appointments are taking place near the lead so that you can make follow-up appointments in the same area.
In the calendar view in which a lead is scheduled, there is now a sidebar. This sidebar is collapsed by default and is indicated by a black bar labeled Active appointments near the customer. If you touch the black bar with the mouse pointer, a table pops up.
This table lists scheduled appointments of other leads in the vicinity of this lead. It is indicated,
- which lead it is (surname),
- when the lead has an appointment (date and time),
- how far away the customer is from the lead that is currently being scheduled and
- which consultant is assigned to the lead.
We hope that this will make it easier and more effective to plan routes.
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