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.
- Events and routes are created automatically.
- 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:
- They can check in manually on their FSA mobile app when the Allow check-in Outside Geo Fence field is enabled.
- 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:
- Onsite Meeting
- Onsite Service, and
- Beat