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Last week I’ve talked about how you could use Resco’s new feature in it’s MobileCRM app; route planning. Today, I will explain in 3 steps how you can set up route planning for your mobile project in Woodford, which is Resco’s tool to customize your app.
Step 1: Create a route plan in your mobile project
You can call your route plan whatever you like, for this example I used “RoutePlan” as name. But you could call it e.g. “Appointment – Routeplan” or “Service activity – Routeplan” if you create different routeplans for different activities.
Step 2: Edit your route plan and pick your kind of activity
You can pick what type of activity you want to create in your route plan. You can pick following types:
You can pick the activity view.
And the source view for your route plan.
You now have a route plan!
Step 3: Add your routeplan to your project and publish!
Finally, don’t forget to validate and publish your project!
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