Configuration Units

Learn about configuring units for visit planning page.

The Visit Planning page consists of the following configuration units:

  • The application menu action VisitPlanning and context menu action A_VisitPlanningFromCustomer with action VisitPlanning. For details on the available action parameters. For further details, see VisitPlanning Action Parameters.

    Both menu actions are assigned to CRM process 1.2.6.2. "Visit Preparation" (CRM process ID 70000320).

  • The special header VisitPlanning containing the following buttons:
  • A (Select Rep) button allowing the user to select another rep.
  • A (Settings) button allowing the user to filter the items (companies and persons) displayed on the map. Analogous to Calendar filter sets, you can provide default filters sets for your users via the VisitPlanning.FilterSets Web Configuration parameter. For further details, see VisitPlanning.FilterSets.

    In addition, you can specify fixed filters in the action. For further details, see customerInfoAreasFilter.

    The filter criteria are also taken into account when Aurea CRM calculates suggestions.

    Information about the selected rep and active filter sets is displayed in the New Suggestions dialog.

  • A legend button explaining the color coding and icons on the map. For further details, see Legend.
  • Toggle buttons allowing the user to toggle between the Map and Calendar view.
  • The (collapsible) side bar contains the following elements:
  • a date picker

  • the suggestions area:
    • (New suggestions): Calls the New Suggestions dialog. Start and end date is configurable in the action. Starting location is "Home" by default. For further details, see Location.
    • (Discard all suggestions): Deletes all SV (and SX) records for the currently selected rep.
    • Save as visits: Creates MA records from the SV records.
    • Optimize: Optimizes the currently planned route, see the article Visit Planning Optimization at https://support.aurea.com.
  • information on the currently selected item, pin or time line item, configured by the MiniDetails controls of field groups FI/KP/MA/PE/SV.VisitPlanning.
  • The table captions that are used in the side bar, map area and time line must follow the same naming convention (AF/KP/FI/PE/SV/SX.VisitPlanning are defined in UPDATE_DEFAULT).
  • The static texts for the Visit Planning page are defined in the VisitPlanning text group.