Suggestions

Currently, if there are programming errors in the visit calendar, you have to delete the scheduled visits and then upload a new schedule. It would be an idea to be able to edit the scheduled visits without having to upload them from scratch again.

Nowadays, we don't show the recurrence that is specific to a customer, either from a template or from an individual one.

It could be a configuration, that has a minimum percentage range. In other words, as an example, in order to complete the route, to have a minimum of 80% scheduled visits made, this would prevent the completion of routes by mistake by the mobile user. Each company would set their% at their convenience.

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

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.

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.

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.

In the “Scheduled Visits” report, you have the option, so you don't have to go icon by icon in the calendar.

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

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.