Shortcut Menu Options

Field Description
Employee Customer Mapping Allows you to view and edit the customers mapped to employee
Employee List Mapping Allows you to
Reset Web Login Password Allows you to reset web login password by sending an automated mail to registered email Id.
Employee Territory Mapping Allows you to view the customers mapped to according to territory
Employee Route Plan Mapping
Customer Type Mapping Allows you view and edit the employees to handle specific customers.
Notification Settings Allows you to turn-off the email/SMS notifications.
Manage Employee Chat Allows you to define the chat settings for an employee
Employee Device Details Allows you to view and edit the employee the device, location and storage details
Employee Effective Settings Allows you to view and edit the complete rules enforced on the employee.
Resend Activation Allows you to send activation SMS if it has not been received by employee
Delete Web user Allows you to delete the web panel access for an employee
Today's Customer Check-In Details Allows you to view the customer check-In and Check-out details for the day. This is the employee visit to the customer’s place.
Manage Work Re-assignment Allows you to view and assign work to the field or back office employees even though they are not in your hierarchy
Manage Employee Leave Balance Allows you to view the leaves of an employee.
Employee Custom Entity Mapping Allows you to view and assign the customer’s assets to an employee if they are in the geographical location of the employee.