To configure appointment elements, select [Appointment] and then [Template Elements] from the main menu.

The [Template Elements] tab contains the list of all appointment elements defined and displays the following details:

• Name
• Type
• Additional Info – element description
• Required – it specifies whether a given element will be required when completing an appointment
• Context menu available for each element. The menu contains the following options:
  • Edit – it enables the user to edit an appointment template element
  • Copy – it enables the user to copy an appointment template element
  • Delete – it enables the user to delete an appointment template element provided it has not been added to a template

The list of template elements may be filtered out by providing an element name in the Search Elements field.

The [+ New Element] option in the top right corner enables the user to create a new element. The current version of Comarch Mobile Management makes it possible to add three types of elements: Document, Travel, and Other.

Document Registration element type

Selecting the element button [Document] displays a new window presented below.

The Element Parameters section contains the following information:

• Element Name
• Required – if the parameter is selected, a given element will need to be completed in order to finish the appointment
• Active – a toggle switch specifying whether a given element is to be active
• Document Types – it makes it possible to select documents which should be created during the appointment. Available options include:
  • Sales order
  • Sales quote
• Element Description – providing an element description is optional. Its content will be displayed on the list of template elements.

Travel element type

Selecting the element button [Travel] displays a new window presented below.

The Element Parameters section contains the following information:

• Element Name
• Required – if the parameter is selected, a given element will need to be completed in order to finish the appointment
• Active – a toggle switch specifying whether a given element is to be active
• Element Description – providing an element description is optional. Its content will be displayed on the list of template elements.

Other element type

Selecting the element button [Other] displays a new window presented below.

The Element Parameters section contains the following information:

• Element Name
• Required – if the parameter is selected, a given element will need to be completed in order to finish the appointment
• Active – a toggle switch specifying whether a given element is to be active
• Element Description – providing an element description is optional. Its content will be displayed on the list of template elements.