Creating Check-In/Check-Out Records

While navigating on field user can Check-In and Check-Out against any record. This can be done in the following two ways:

  • From Record Form: User can open the required record (Appointments, Accounts etc.) and click on Check-In/Check-Out button on the ribbon.

  • User needs to allow to read the GPS location of the device in order to Check-In/Check-Out.

  • The Check-Out button will be available in the place of Check-In button after the user Checks-In.

Through Detail Map: User can click on any plotted records (Appointments, Accounts etc.) to open the Tooltip Card and click on the Check-In/Check-Out button.

Multiple Check-In/Check-Out records can be created for any record (Appointments, Accounts, etc.)

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