Suggestions

Currently, the application does not allow you to place an order if you are not visiting with the customer, that is correct, the problem comes when the seller initiates the visit, captures an order and then cancels the visit. The portal shows that he made the sale but without a registered visit, it is important since it makes no sense to have a% of visits. Hopefully you will be served soon, thank you very much.

We require that a delivery user be able to load a Fixed Asset (e.g. an exhibitor) into their inventory and have the functionality to assign it and deliver it to the customer directly at the point of sale, recording the transfer of responsibility.

Do not allow the closing of the visit to take place outside the location of the customer being visited. The value of having this restriction is having real customer travel times. If the seller cannot close the visit while out of the location, they make a habit of closing it on site and it gives more real travel times.

At the time of making the zone change on a client, it is possible that there are users who are no longer assigned to the customer's new zone, so if there were scheduled visits between the two, after the change the visits are still registered even though the customer is no longer accessible to the user. The request would be that visits by users that no longer correspond to the customer's area be deleted.

For web order users, you should see them as telephone or remote sellers, so you should allow them to see customers, post comments every time they make calls to a customer, be able to see those comments, be able to see which customers haven't updated or managed, among others.

Hello very good afternoon. I would like to know if there is any possibility that when opening a client for a visit, the date of the last time it was visited (regardless of who visited it) will be displayed. That would be very useful for supervisors. thanks

Hopefully they can contemplate it, I suggest that when entering the visit scheduling screen using rules that you don't load everything from all sellers, since in our case it's a lot of information and it takes a long time to load the page, it would be good if you show the filters to select the seller or filter you need and then load the data.

I would like to propose a functional improvement that, in my operating experience, could considerably optimize the use of the platform: Proposal: Would it be possible to incorporate the “Schedule Visit” option directly from the map, selecting a specific area in the same way that Zoning is currently being done? This functionality would make it possible to assign visits more efficiently to specific areas without having to select them one by one, improving the planning and execution of field routes. I appreciate in advance that this suggestion can be evaluated by your team. If you consider it feasible, I am sure that it will be a very useful improvement for many users in future updates.

I leave as a suggestion that this value can be changed, since normally my areas on average have more than 130 customers, and because of that limit alone I cannot use the functionality of visits through rules, which would benefit me too much. thanks

We hope you can help us so that the zones are viewed from the web in alphabetical, consecutive or logical order, since their current ordering does not respond to any of these order parameters.