Sales appointment element – Travel

To handle an appointment element of the Travel type, you need to enter information about the sales representative’s departure and destination locations, distance covered, and duration of the travel. Additionally, you can enter the representative’s vehicle and its odometer reading. The name of the template element can be set in Comarch Mobile Management (see the Template elements article for more details).

Elements of the Travel type that have been added to an appointment template are displayed in the task list.

Travel element displayed on sales appointment form

To complete the element, select the [Complete] option from the context menu.

Appointment: Travel, context menu

The application will display a window in which you can complete the Travel element:

Appointment: Travel

Enter the following information in the window:

  • Vehicle – select a vehicle from the list
Hint
Vehicles can be added in Comarch Mobile Management by selecting [Appointment Templates] → [Vehicles] from the main menu.

  • Type – select a travel type (e.g. Start of day, End of day, Business trip)

Hint
Travel types can be added in Comarch Mobile Management by selecting [Appointment Templates] → [Directories] → [Travel Types] from the main menu.
  • Odometer Reading – fill in the fields Current, Previous, and Distance

  • Details:
    • Arrival Address
    • Arrival Date and Time
    • Departure Address
    • Departure Date and Time
    • Travel Duration

To complete the appointment element, select the [Save] button.

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