This sub-module allows the user to maintain a record of the locations visited for various regions. The user can enter the contact visited manually or via the map.
The user can also view existing logs of check ins and check outs in the form of a list next to the map. The list contains the locations and times the user checked in and out of a location.
Check In via map
The map displays all contacts within a 5km radius. To check in to one of these contacts, click on the marker corresponding to the desired contact.
The user is displayed the name and address of the contact. To check in, press the
Check In button.
Manual Check In
If the address to a contact is not viewed on the map, the user has the option of checking in manually.
If the Manual Check In checkbox is ticked, the user has to enter name of the customer manually instead of being displayed a dropdown.
If the Manual Check In checkbox is not ticked, the user is displayed a dropdown containing all saved contacts. In this case, the user does not have to enter the name of the customer manually.
The user is then prompted to select the place and address of the customer before pressing the
Check In button.
Fields marked with an asterisk(*) are required and can not be left empty.
Add contact via Google
If a user is unable to find a contact in EdifyBiz, the
Search Google button can be used to look for the location via Google Maps.
After this, the user can either add the location via the map or use the search bar to search for the name of location.
Upon selecting the location, the user can either update an existing contact with this location or create a new contact.
Following this, the user can press the
Save button to add the new contact.
Check In Form
Once the user clicks on the
Check In button, a form asking for the details of the check in is displayed to the user.
The following fields are to be entered by the user:
- Event Type: This field stores the type of the event for which the user has checked in to the location.
- Purpose: This field stores the purpose of the visit to the selected contact.
- Joint Employee: The user enters the name of the employee that joined the user for the event.
- Contact Person: This field stores the contact person for the event.
- Description: The description of the Check In is to be entered in this field.
Check Out
Once a user has checked in to a location, a record of the address and time the check in was done is added to the list.
While leaving, the user can press the
Check Out button in order to save the out location and time.
The user is now promted to enter a form asking for details about the check out.
The user has to enter the outcome of the event along with the event type, joint employee, contact person and the desription.
Press
Save to confirm the check out and Close to discard the changes and go back to the previous page.