hi all,

 

i have installed the field sales from marketplace the trial installation and after some days i have recieved a feedback mail from marketplace is that mean that the field sales add on expired from my byndle and it doesn't work with any changes ? if yes can i extend the trial for another some days ?

 

thanks 

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Hello Ibrahim, 

 

If there is a need to extend the trial instance, please contact our support team via support@creatio.com and provide us with additional details as the name of the instance, so we will be able to assist you with your request!

 

Should you have any additional questions, please let us know!

 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

 

thanks for you reply 

 

i need to know if the field sales expired or not ? and how ? 

if expired, the field sales will be working correctly with me or not untill i extend it ?

 

thanks 

 

Ibrahim Nour El-Din,

 

Could you please clarify whether you have received an email regarding your trial instance or marketplace add-on?
If we are talking about the trial instance, which you can order directly from our website (creatio.com) - it's available for 2 weeks trial period, as I mentioned in my previous message, you can contact us by email if you need to prolong the trial period, so we will be able to assist you and check whether it's possible. 

If we are talking about the marketplace add-on - https://marketplace.creatio.com/app/field-sales-creatio, it's not free of charge, you can find more detailed information in "Price and support" tab. 
 

Looking forward to clarification from your side. 

Thank you!

Best regards, 

Anastasiia

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Hello,

I am working with the mobile application and specifically in the Activity section.

In this, I have configured the Actions-Visit Detail in the mobile app, but when I check the check-in/check-out in mobile application, the completion time is not getting updated in the detail in the web application for the record.

 

I also want to update the current location of mobile in the web application.

Please guide me on how to get this geolocation working.

I have also attached the screenshot of that detail.

 

 

Hoping for an early reply.

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Dear Malay,

 

Thank you for your question!

 

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

 

We recommend synchronizing the Mobile Application more often to update the results.

 

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

 

Please be advised that if the GPS coordinates of the sales rep and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. 

 

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

 

Hope this helps!

 

In case you have any additional questions please do not hesitate to contact the support team!

 

Regards,

Danyil

 

Danyil Onoprienko,

 

Thank you for your response!

 

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the  page here:

 

Dear Malay,

 

Thank you for your patience!

 

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

 

The result would be as in the screenshot below:

 

 

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

 

Thank you!

 

Regards,

Danyil

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