HOW CAN WE HELP?
Mobile Application
Users Tracking
1
Online / Offline Using
2
Reporting & Analysis
1
Web Application
Client Management
16
- How to add a New Client?
- How to edit the Client ?
- How to add Custom Field to Client Information?
- How to plan a visit from the Clients screen ?
- How to view the Client on the Dashboard screen?
- How to see the client’s location on the map?
- How to see Multiple Clients on the map?
- How to edit Client Information collectively?
- How to add notes to the client?
- How to filter from the Clients screen?
- How to Manage Table Columns of the Client List?
- How to add a new avatar to the client?
- What are the Client Categories?
- How to edit the Client States?
- How to edit the Client Categories?
- How to edit the Client Tags?
Users Tracking
14
- How to add a New Field Force?
- How to edit the Field Force?
- How to change the password of the Field Force?
- How to delete the Field Force?
- What are the Field Force Categories?
- How to track the route of the Field Force?
- How to filter from the Field Force screen?
- How to manage the columns of Field Force?
- How to associate Client Categories with Field Force?
- How to associate Client Tags with Field Force?
- How to associate Product Groups with Field Force?
- How to associate Product Tags with Field Force?
- How to edit the Field Force collectively?
- How to observe the Field Force Report?
Product Management
8
- How to add a New Product?
- How to edit the Product Groups?
- How to edit the Product Tags?
- How to filter from the Products / Services screen?
- How to add presentations to the Products?
- How to manage the Product Columns?
- How to edit the Product Information collectively?
- How to access the Product Reports?
Reporting & Analysis
1
Visit Details
6
- How to filter from the Visits screen?
- How to see the photos taken by the Field Force?
- How to see the notes taken by the Field Force?
- How to see the purchase orders performed by the Field Force?
- How to see the presentations performed by the Field Force?
- How to see the forms performed by the Field Force?
Authorities
9
- How to edit the Company Information?
- How to manage the control of unplanned visits?
- How to manage the control of the Feeds?
- How to manage the control of the Purchase Orders?
- How to manage the Tracking Mode?
- How to change the Client Access of Field Force?
- How to change the Product Access of the Field Force?
- How to change the Management Settings of the Field Force?
- How to sign out from FieldPie?
Import / Export
6
- How to import the Plans of the Field Force collectively?
- How to export the Client Information?
- How to import the Client Information to FieldPie collectively?
- How to export Product / Service Information?
- How to import Product / Service Information to FieldPie collectively?
- How to export the Visit Details?
