Web

Calendar Appointment Syndication

Teams have asked for ways to support greater syndication of visits on their programs. Syndication means scheduling visits to the same store on the same day. Greater syndication = greater efficiency and lower drive time and mileage.

In this release the scope of syndication is increased to include moving already scheduled visits for the same store to the same day as other visits during the same calendar week. 

This upgrade is most impactful when visits are already scheduled for one project at a store and new visits are added for the same store. To assist consolidating the new work with the previously scheduled work a consolidation prompt offers option of when to consolidate the work onto a single day.

For example: A field rep has work scheduled for BDS # 15680 for Friday May 29th.

 An additional unscheduled visit to BDS# 15680 is added after the previous visits are scheduled. The field rep decides to schedule the new visit on Saturday May 30th.

When the unscheduled visit is dragged to Saturday the Consolidate Syndicated Appointments screen is opened. The goal is for the user to choose the day and time to have all of the visits moved.

If the first option is selected (05-30-2020 7:30am) all existing appointments for Friday are moved to Saturday.

If any of the other options are chosen visits are moved to the day of that appointment.

All unscheduled work will also be scheduled as part of the consolidation process. As seen below:

Mobile - version 3.0.2.9.2 (soft release)

Calendar Appointment Syndication  

The same functionality has been applied to the mobile app and is being released as a soft release.

Bug Fixes

•  Item Store Deauthorization had a bug that would delete more authorizations than it should have. This function is now deleting the correct authorizations and has been restored.