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
You may refer : Recurring Visits for clear instructions on how you can achievce this
Hi,
thanks for sharing the link.
I tested it yesterday. I created a new route and checked the Add Recurrence Checkbox. However the system is not adding recurring visits - it adds visits on the same day as the previous visit.
I tried everything as was mentioned in the link. It just does not work.
Do you have any idea?
BG
Alexander
Can you please check if you have added recurrence frequency duration and share a screen shot of how it is configured for a better understanding.
Where is the "recurrence frequency duration" maintained? I cannot find it. Thanks again.
Hi Alexander, I would enter the desired frequency here in the account object:
