How do I use onsite events?
When you set Activity Type as Onsite Meeting or Onsite Service, you must specify the location of the event in the Location field. You can check in to an onsite event by using Vtiger 360 - Vtiger CRM’s mobile app.
Follow these steps to check in to an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date to see the events scheduled on that date.
4. Open the event record to check-in.
5. Click Check-in. (Make sure that Location is turned-on on your phone)
Follow these steps to check out of an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date and select an event scheduled on that date.
4. Open the event record to check out.
5. Click Check-out.
6. Add a comment on the event record.
7. Click Post.
In the event record’s Deep Dive View, you can check the check-in and check-out details under the Check-in Info block.