FAQs in this section
Which is the new mobile app by Vtiger?
What are the benefits of installing the Vtiger CRM mobile app?
How can I install the Vtiger CRM mobile app?
How can I log in to the Vtiger CRM mobile app?
Is the Vtiger CRM mobile app different from the web version?
What can I do on the Dashboard page in Vtiger CRM mobile app?
What can I do on the Events page in Vtiger CRM mobile app?
What can I do on the Search page in Vtiger CRM mobile app?
What can I do on the Tasks page in Vtiger CRM mobile app?
What can I do on the Actions page in Vtiger CRM mobile app?
What are the different tabs under the Actions page in Vtiger CRM mobile app?
How can I go back to the Dashboard from any page in Vtiger CRM mobile app?
Why can't I edit a closed record in Vtiger CRM mobile app?
How can I see the modules in the Vtiger CRM mobile app?
Which modules can I see in the Vtiger CRM mobile app?
What is the Favourites section in the Vtiger CRM mobile app?
What are the different settings available in the Vtiger CRM mobile app?
How can I log out of the Vtiger CRM mobile app?
What can I do in the Vtiger CRM mobile app's List View?
What can I do in the Vtiger CRM mobile app's Kanban View?
What can I do in the Vtiger CRM mobile app's Calendar View?
What can I do in the Vtiger CRM mobile app's Summary View?
What can I do in the Vtiger CRM mobile app's Detail View?
What can I do in the Vtiger CRM mobile app's Edit or Create View?
How can I refresh the data in the Vtiger CRM mobile app?
What is the use of Maps in the Vtiger CRM mobile app?
What do Maps in Vtiger CRM mobile app do?
Where can I access Maps in the mobile app?
What are the basic device's requirements for Maps to work in the mobile app?
How do Nearby Clients work in the mobile app?
What other actions can I perform on the Nearby Clients screen?
How do Meeting Time and Shortest Route in Maps work?
Can I edit an event after checking out?
What setting should I do for Maps to function properly?
What are the dotted lines on the map?
What is the Detection feature in the Mobile CRM app?
What is a Chart of Accounts in a mobile CRM app?
What is Tally Support in the Mobile CRM app?
Can I create a Contact or Lead record from the mobile app?
How does Route Maps work in the mobile app?
Table of Contents
In the Maps screen, you can find two options at the bottom - Nearby Clients and Route Maps.
Route Maps is the feature that shows the Onsite service and Onsite meeting events assigned to the current user for that particular day.
You can plan your day based on two factors - either the meeting time of the events or the shortest route between different locations.
Once you decide the factor that will be considered to plan your schedule, you can start your day. You can select your first meeting, view the event details, navigate the location and check in. Once you finish the meeting, you can check out and add comments if necessary.
To know more about Maps in Vtiger CRM mobile app, click here.
Route Maps is the feature that shows the Onsite service and Onsite meeting events assigned to the current user for that particular day.
You can plan your day based on two factors - either the meeting time of the events or the shortest route between different locations.
Once you decide the factor that will be considered to plan your schedule, you can start your day. You can select your first meeting, view the event details, navigate the location and check in. Once you finish the meeting, you can check out and add comments if necessary.
To know more about Maps in Vtiger CRM mobile app, click here.
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