Geomap download

Examples - Creating an Activity using the Geomap

In the examples below, an appointment for a single user is created. These steps can also be used to create an appointment for more users, by selecting the Initials of more than one user when adding the Activity.

Example 1

Creating an appointment for a preselected date using the calendar of a single user:

  1. Open the Geomap from the record of the Organization to which the appointment applies.
  2. Select the Initials of the person for whom you are creating an appointment.
  3. Check the day box and select a date.


geo_1_uk

  1. The flag indicates the approximate location of the Organization to which the appointment applies.
  2. You can move the mouse over the balls in the map to display when the user will be at a specific location.
  3. Clicking on a ball will display all the appointments of the selected user for the selected date.
  4. Drag the mouse to select a period from the graphic day planner and select “Add appointment”.

Example 2

Creating an appointment for a date to be determined using the calendars of multiple users:

  1. Open the Geomap from the record of the Organization to which the appointment applies.
  2. Select the Initials of the person for whom you are creating an appointment.
  3. Uncheck the day box if checked.
  4. The flag indicates the approximate location of the Organization to which the appointment applies.
  5. You can move the mouse over the balls in the map to display when the corresponding user will be at a specific location

geo_2_uk

  1. Click on a ball. One of the following two possibilities applies: If the hint contains only one appointment, all the user's appointments for the corresponding date are displayed. If the hint contains a number of appointments, these appointments are displayed.
  2. Clicking on the appointments will change the graphical day overview. Click on “Show all Activities of...” for an overview of all the appointments of this user on this day, including internal appointments and appointments without internal/external indication.

geo_3_uk

  1. Drag the mouse to select a period from the graphic day planner and select “Add appointment”.
 

This site uses cookies for analytic purposes. If you click on ''agree'', then our website, along with any services that it is required to connected to, will store cookies on your computer.
If you don't click on "agree" the cookies are blocked during your visit. You can find more information about our privacy policy here.