icWeb - Creating Appointments with Other Locations
Web - Entering an appointment with an Other location
Entering an other location starts by adding a new manual appointment to the calendar. This is done in one of two ways:
- Clicking the New button at the top of the calendar
![mceclip4.png]()
- Clicking the calendar on the time for the appointment
![mceclip5.png]()
The manual calendar appointment screen opens.
![mceclip6.png]()
In the stores panel click the radio button for Other stores. The search screen changes to a location entry form to enter a custom location to visit.
- All of the location fields are required
- The location name is important because it is used in payroll processing and client invoicing.
![mceclip8.png]()
Clicking the Save and Close button checks the accuracy of the entered location information.
![mceclip9.png]()
- If the location is geocoded the appointment add form is closed and the appointment saved and displayed on the calendar. The user can then click the red square to enter the hours. The mileage and drive time is also included when the mileage is run at the end of the visit day.
![mceclip11.png]()
- If the location cannot be geocoded the following error message is displayed to the user asking for better location information.
![mceclip10.png]()