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Alexander Hoch

SAP C4C - Create serial visits

Apr 03, 2018 at 12:12 PM | 304 Views | Last edit Apr 03, 2018 at 01:26 PM 2 rev.

Dear Community,

in one of our projects, we have the following requirement:

The customer wants plan periodic visits in C4C - ideally out of the Visit Planner.

For example:
Each account has a specific visit frequency (reaching from "every week" to "once a year").
For the accounts that are visited every week or every second week, the sales reps have defined dates of course. Let's say the customer xy is visited every Tuesday 10:00-11:00 am.

How does C4C support this recuring visit planning? Is it possible to plan periodic visits?


I would appreciate your help very much!
Thank you

Best regards
Alexander Hoch

C4C Cloud for Sales
SAP Cloud for Customer | CRM Sales | SAP Retail Execution | c4c | cloud for customer | visit management | visit planning | sales cloud
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3 Answers

  • Best Answer
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    Prasanth Sarma Aryasomayajula
    Apr 03, 2018 at 02:47 PM

    You may refer : Recurring Visits for clear instructions on how you can achievce this

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    Zoran Galijanic
    Apr 03, 2018 at 01:56 PM

    Hi,

    For this purpose you need to use object visit-->Routes.

    br,

    Zoran

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    Martin Wessely
    Apr 12, 2018 at 02:24 PM

    Hi Alexander, I would enter the desired frequency here in the account object:

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