Creating Check-In/Check-Out Records
Last updated
Last updated
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.)
