To optimize the process of address entry, it's possible to maintain the database of clients.
All information relevant to the client, including its address, phone, working hours and other data will be automatically added to the order based on the information maintained in the My clients database. This database is synchronized also with Forms solution.
📘 A new client has to be created for each address of the client. The platform supports only one level of address hierarchy.
The uniqueness of a record is defined by the client’s name. Accordingly, it is recommended to double-check the existence of a client’s address record before entering a new one to avoid the creation of similar records.
Add a new Client
In the Route planning, go to My clients tab. Click the Add a new client button at the top right to open the form for creating a new client. Enter all necessary information.
📘 The working time data entered for a client will be considered when route planning and optimization are performed to make sure the client’s address is reached on the allowed weekdays and within the allowed timeframe. However, if arriving early is unavoidable, it will result in waiting time for the driver at the client's defined location.
Edit an existing Client
To edit a client click the edit button. A client form will open in a new window. Change information and click SAVE.
Delete a Client
Press the Delete button. The confirmation window will appear. Confirm or cancel your actions.
Sort Clients in the list
Select clients by country, ZIP code and/or city.
To cancel the filters, click Reset.
Sort the list of clients by ID, client, address, phone or e-mail.
Modify Client table list view
The list view can be modified to display necessary columns. Click the gear icon and enable desired columns.