Day Plan Settings
Day Plan Settings are available under and .
| Label | Description |
|---|---|
| Add Customers to Day Plans | Controls when additional customers can be added to a day plan.
Select one of the following options from the pop-up menu:
|
| Delete Customers from Day Plans | Controls when customers can be removed from an existing day plan.
Select one of the following options from the pop-up menu:
|
| Auto-Complete Customer Visits in Day Plan After Check-in | When this checkbox is selected, if user checks into a customer, the visit
is automatically marked as completed. When this checkbox is unselected, user should
manually select the visit completed checkbox.
|
| Can Rollback Completed Customer Visits in Day Plan | When this checkbox is selected, user can unselect the visit completed checkbox.
|
| Display Day Plan Icon in Customer module | When this checkbox is selected, app shows an icon in each customer card in the Customers module that
adds the customer to user's day plan for today when it is tapped.
|
| Days in Advance for Creating Day Plans | Controls how far ahead in to the future day plans can be created, which defaults to 30 days. Type or use the increment/decrement to specify number of days. |