#fieldsales | Community Creatio

Question

17:45 Feb 09, 2022

Hi Community, how are you?

We have own package configured as seen on the image below:

In this environment we are using this addon: https://marketplace.creatio.com/app/field-sales-creatio

We made customization for mobile (Account, Contacts, Opportunities, etc. ) that are working as expected on the default workplace. In this workplace we cannot use Field Sales, so we change to Field sales workplace. By default Field sales workplace only include activities so we included account, contact, etc. The scenario right now is:

If we use default workspace we see our customization but activities is standard without field sales functionality
If we use Field sales workspace we can use field sales functionality but our customization on Account for example are not visible (we see the standard account)

Our goal is to combine Field Sales add-on functionality with our customizations. We thought that this was something that was given implicitly since in our package we inherited from field force.

Appreciate any help.

Thank you

3 comments

Roman Brown

22:08 Feb 09, 2022

Dear Uriel,

In this case, depending on kind of customization you made you need to check MobileManifest and Modules you are using for DefaultWorkplace and try to copy them and their content into respective modules and manifests for Field Workplace.

Basically, workplaces in mobile are different applications and in this case you will have to manually transfer the needed changes.

Kind regards,

Roman

Uriel Nusenbaum

14:57 Feb 10, 2022

Roman Brown,

Thank you!

I tried but I couldn't. It takes me some changes yes and others no. Do you have any example of this?

Regards.

Roman Brown

18:01 Feb 10, 2022

Uriel,

Unfortunately, there is no examples we can provide you with as there can be different variations of customizations made. The general recommendation would be to perform all the manual changes you need to make in Mobile Application Wizard before modifying the code in schemas, because saving changes in wizard will override your customizations.

Once all the fields and sections are added, you can proceed with transferring customizations in code.

More information on customizations can be found in this academy article and all other articles related to it:

https://academy.creatio.com/docs/developer/architecture/microservices/m…

Best regards,

Roman

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Question

#fieldsales

field sales trial exprired

Ibrahim Nour El-Din

11:28 Oct 13, 2021

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

3 comments

Anastasiia Zhuravel

12:01 Oct 13, 2021

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

Ibrahim Nour El-Din

12:18 Oct 13, 2021

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

Anastasiia Zhuravel

14:54 Oct 14, 2021

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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Question

#mobileapp

#fieldsales

#geolocation

Sales_Creatio_enterprise_edition

7.17

Current location and completion time in mobile application

Malay

15:10 Mar 04, 2021

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.

3 comments

Danyil Onoprienko

17:53 Mar 08, 2021

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

Malay

16:26 Mar 11, 2021

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:

Danyil Onoprienko

05:38 Mar 18, 2021

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.