Tour suggestion

Accessible via
Calendar management > Triple-Point menu, when you are in the day, week, or work week view.
Prerequisites
 1. The customer must not be a distributor.
 2. The customer must not be deleted.
 3. The field Tour is required (controls the day of the week)
 4. If there is a start week, the start week is used for the calculation, otherwise the last completed visit.
 5. If there is a start year, the start week is calculated based on the start year, otherwise the current year is used.
 6. If there is no visiting frequency but a tour, the day of the week is selected, but the checkbox for the visit is not set.
Header
2. Filter
 Standard filter with the following addition
 
Order templates 
 
Checkbox list of all valid order templates.    
Tasks 
 
Checkbox list of all valid tasks.   
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Detail page 
 
 
Calls up the customer   
1. Table   
Column definition
 
 
 
Name 
Visible 
Sort. 
Full text 
Additional info   
 
 
Checkbox 
ForceVisible 
 
 
Include select/deselect all
Automatic preselection only occurs for assigned to an agent customers
Disabled if the appointment was not created via another planning (e.g. manually).
  
 
Day of week 
ForceVisible 
 
 
Dropdown of weekdays (Monday-Friday)
  
 
Customer columns 
 
 
 
  
 
Turnover <current year>
 
Hidden
 
 
 
Format: yyyy (only for assigned to an agent customers)  
 
Turnover <previous year>
 
Hidden
 
 
 
Format: yyyy (only for assigned to an agent customers)  
 
Performance (year)
 
Hidden
 
 
 
=Turnover<current year> / Turnover<previous year>  
 
Turnover <last month>
 
Hidden
 
 
 
Format: mmm yy (only for assigned to an agent customers)  
 
Turnover <last previous year month>
 
Hidden
 
 
 
Format: mmm yy (only for assigned to an agent customers)  
 
Performance (moth)
 
Hidden
 
 
 
=Turnover<last month> / Turnover<last previous year month>
  
 
Turnover / visit <previous year>
 
Hidden
 
 
 
Format: yyyy (only for assigned to an agent customers)
  
 
Days since last visit
 
Hidden
 
 
 
Number of days
  
 
Next visit
 
Hidden
 
 
 
Format: dd.mm.yyyy
  
 
Number of visits
 
Hidden
 
 
 
  
 
Turnover / visit (actual)
 
Hidden
 
 
 
  
 
Turnover / visit (target)
 
Hidden
 
 
 
   
  
  
Right area
    1. Header (like Calendar management)
    2. Details
 Special feature Android:
 On Android, the eye in the Details column must be clicked to see the right area.
 
 
 
Name 
Additional info   
 
 
Visit (planned)
 
Checkbox  
 
Day of week 
Dropdown of weekdays (Monday-Friday)
  
 
Visiting frequency | Visit duration | Tour
 
  
 
Visit (last) | Next | Number
 
Format: dd.mm.yyyy
  
 
Turnover <current year> | <previous year> | %
 
 
Format: yyyy | 
Performance=Turnover<current year> / Turnover<previous year> 
(only for assigned to an agent customers)
   
 
Turnover <last previous year month> | <last month> | % 
 
Format: mmm yy
Performance=Turnover<last month> / Turnover<last previous year month> 
(only for assigned to an agent customers)   
 
Turnover / visit | Target | <previous year> 
 
 
Format: yyyy 
(only for assigned to an agent customers)   
 
ABC status
 
  
 
Parent customer number
 
   
    1. Tasks
        a. Columns
            i. Name
            ii. Start (width: 10 characters)
            iii. End (width: 10 characters)
    2. Order templates
        a. Columns
            i. Name
            ii. Start (width: 10 characters)
            iii. End (width: 10 characters)
Miscellaneous
 1. Appointments created via this planning receive the appointment status "AUTO"
 2. If at least one appointment with status "AUTO" exists in the selected week, no automatic planning will take place.
 3. Employee changes are not possible in this planning.
Leaving the page
If there were changes and you want to leave the page, a message appears:
"You have changed data, do you want to cancel your changes?"
Action buttons: ok, Cancel Changes