The Field tab provides information about your route, retailers, and service actions. The pages on this tab are arranged according to your routine functions.
The default page on this tab is the Field-Activity page.
The Field tab displays buttons that navigate to other Field pages. The table below describes these buttons.
Button |
Description |
Display and maintain your • Retailer and non-retailer visit activity history • List of all open service entries |
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Display and maintain to-do items that are assigned to you. |
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Display and maintain your retailer locations and corresponding routes . |
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Display your service entries and tasks in a calendar view. |
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Display territory-wide sales information. |
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Fill out electronic forms not relating to a specific retailer |
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Fill out surveys not relating to a specific retailer and see status of your surveys |
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Manage retailer recruiting activities |
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View territory-wide goals |
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View / edit promotion certifications |
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Used for manual offline sync (not normally used as syncs are automatic). |