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Re: Can visit scheduling be done in cloud for customer

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Hi Tanja,

 

Thanks for the question. I just checked with the development team that handles visits, and found out the following:

  • Recurring visits are not currently possible and not planned at the moment.
  • You could use routes, which are coming in the Feb 2015 release, to plan visits for weeks or months, and generate them all at once. You'd initially enter the visits manually, but you could create a route template, say for a 3-month time interval, which you could re-use each quarter.

 


Hope this helps,

Jody Kruger


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