What is the Check-in mode in Events (Vtiger Field Sales App)?

The Check-in mode in the Events module is a field that is updated when:

A sales agent reaches an outlet (organization) location and checks in manually or,
A sales agent reaches an outlet (organization) location, and the CRM automatically checks them in.

The Check-in mode field is available:

In the Events List, View events with the Activity Type as Beat.
In the Summary View of an Event record for a field sales agent.

Let us see how the Check-in mode works.

You begin by adding Beat Plans for your agents.
1. Events and routes are created automatically.
2. For the Events created in the Events module, the Activity type will appear as Beat.
At this stage, you also have to enable or disable the Allow Check-in Outside Geo-Fence field on the Vtiger 360 > Configuration Settings page.
When the sales agent reaches a location:
1. They can check in manually on their FSA mobile app when the Allow check-in Outside Geo Fence field is enabled.
2. The system checks them in automatically when the Allow check-in Outside Geo Fence field is disabled.
If the sales agent is auto-checked by the system, the Check-in mode in the Events module will automatically be updated.
If the sales agent checks in by themself, then they will have to update the Events record manually.

Check-in mode is applicable for Onsite Meetings, Onsite Services, and Beat Activity Types. Check-in Mode in Events is for all events, but it will be updated only for the following Activity Types:

FAQs in this section

What is the Check-in mode in Events (Vtiger Field Sales App)?

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