Appointment Details

Title   
 
 
Calendar management   
Header
 
Customer details 
View mode
Eye icon (opens the customer masterdata) 
 
Edit mode
Pencil icon (change customer)
   i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 minutes applies) 
Icon bar 
 
 
 
Position 
Status
 
Google Material Name
 
Icon  
 
1 
Done 
Beenhere 
 
   
 
2 
Cancelled 
Cancel 
 
   
 
3 
Fixed appointment 
Watch Later
 
 
   
 
4 
Hotel 
Hotel 
 
   
 
5 
Changed serial appointment 
Sync Disabled
Changed appointment belonging to a series. 
 
   
 
6 
Serial appointment 
Loop 
 
   
 
7 
ABC status
 
Circle with corresponding backend configured border colour. The circle contains ABC.
The icon is only visible if a colour code for the corresponding status is configured.
If no colour is defined for the ABC status, the icon is not displayed. The colour code is configured via Code tables: Appointment / Tour ABC status dependent colours. 
 
   
 
8 
Visit status 
 
Circle with corresponding border colour. The circle contains ST.
The grey colour from 3.0 is not used, the icon remains as shown here.
If no colour is defined for the visit status, the icon is not displayed.  
 
    
The icon bar is hidden if no icon is present.
Data
1. Panels
a. Time slot
 
 
 
 
 
Visible only in view mode. 
Always 4 hours visible, starting 60 minutes before the appointment start. 
If the appointment lasts less than 3 hours, the appointment is vertically centred in the view. 
Scrolling in the panel is disabled on all systems.     
b. Details
 
 
 
 
 
Start - End 
DateTimeSpan Picker: if the start is changed, the end is automatically changed as well. 
Full day 
Contact 
Type of activity 
 
Hidden if no code table entries are available. 
The first is selected if available. 
Code table: Appointment / Tour types of activity 
Basic configuration - Settings: Type of appointment activity Visit and Type of appointment activity preselected   
Status 
 
Hidden if no code table entries are available. 
The first is selected if available. 
Code table: Appointment status 
Basic configuration - Settings: 
 
Appointment status "cancelled" - code table entry selection 
Appointment status "done" - code table entry selection 
Appointment status Follow-up visit completed - code table entry selection 
Appointment status Follow-up visit necessary - code table entry selection     
Result 
 
Hidden if no code table entries are available. 
The first is selected if available. 
Code table: Appointment results   
Campaign 
 
Hidden if no campaigns are valid or created 
No preselection, can also remain empty 
see also Campaign   
Fixed appointment  
 
Checkbox, only visible if Tour optimisation is licensed   
Comment 
 
Multiline input       
        c. Visit announcement
 
 
 
 
 
 
 
Role DAILY REPORT / calendar management Visit announcement 
Hidden if not possible due to missing recipient information   
Send Notification of Visit 
 
Checkbox (corresponds to dropdown selection "None")   
Announce appointment 
 
Mornings 
In the Afternoons 
Entire day 
Time as specified in the appointment   
Subject 
 
Hidden if no code table entries are available. 
No preselection, can also remain empty 
Code table: Appointment text blocks   
Short text 
 
Multiline input. Automatically filled if a standard text is behind the subject.       
        d. Visit objectives
 
 
 
 
 
Lists all order template and task titles that are active for the customer. Here you mark which points you want to focus on in the appointment.     
        e. Serial appointment
 
 
 
 
 
 only visible when editing or creating a series 
 
Interval (weeks) 
Series end       
        f. Miscellaneous
 
 
 
 
 
Created by 
Created for 
Recorded 
Changed     
        g. Address
 
 
 
 
 
Filled by the selected customer 
 
Street 
Postal code 
City 
Country       
2. Buttons
a. View mode
 
 
 
Delete (red) 
 
not shown if appointment is part of a series 
 
Confirmation is shown whether the appointment should really be deleted.     
Series 
 
only shown if part of a series 
switches to Edit series     
b. Edit mode:
 
 
 
Delete (red) 
 
not shown if appointment is part of a series 
 
Confirmation is shown whether the appointment should really be deleted.     
Save (blue)   
Colour codes visit status 
 
 
 
Status 
Colour  
 
Standard or Visit (planned) as intended 
none  
 
Appointment not visited in the week 
Red  
 
Appointment attended on another day in the week 
Yellow  
 
Visit was not planned in the current week 
Green   
Colour codes ABC
The colour can be configured directly in the backend.
Code table: Appointment / Tour ABC status dependent colours
Colour codes activity
The colour can be configured directly in the backend.
Code table: Appointment / Tour types of activity dependent colours
Colour codes due date
 
 
 
Status 
Colour  
 
No visiting frequency in customer masterdata 
Black  
 
No last visit available 
Purple  
 
Last visit + Visiting frequency > current calendar week 
Green  
 
Last visit + Visiting frequency == current calendar week 
Yellow  
 
Last visit + Visiting frequency < current calendar week 
Orange  
 
Last visit + (Visiting frequency * 2) <= current calendar week 
Red   
 
FAQ 
Why don't I see the time when I want to change an appointment? 
If the device is too small to display date selection and time simultaneously, the calendar selection is shown first and after tapping the date, the time selection appears. 
 
Release