Configuration

Workflow is the set of different stages of a task. To create a workflow for your organization, fo...

What is a Workflow? A workflow is the sequence of processes through which a task (a piece of wor...

Workflow permissions can be changed or updated  as per requirement.  This can be done in followi...

Order feature for order taken and order dispatch can be added in the workflow through following s...

Web user can give permission to mobile user to retrieve the submitted task in case the mobile use...

From the Navigation Menu, go to Workflow under Configuration. Click on the workflow  to edit by...

To delete a workflow for your organization, follow the below-mentioned steps: From your Navigat...

Workflow is the set of different stages of a task. Giving a color code and icon to a workflow sta...

Order Management is a very critical process for any organization dealing with Sale of products or...

Scoring gives an Extra boost to the team. FeetPort has this unique feature to include/ define sco...

If you have a requirement to validate the information by sending an OTP SMS on your customer's/ p...

Activity is a digital formation of any Hard copy format. You can convert any hard copy format int...

Activity created by a Admin can be modified later on. Any changes made later will be visible to m...

Interface defines the entire set of data fields whose values can be transferred to a form by Fee...

Activities created can be deleted through Web Console. From the Navigation Menu on the left in ...

Scoring gives an extra boost to the field team. FeetPort has this unique feature to imbibe scorin...

Timely follow-ups with prospects can convert them into customers. It builds trust among the custo...

To configure public page follow below mentioned steps: From Navigation Menu, click the Activitie...

Scheduler can be configured from activity setting. For doing this please follow below mentioned s...

PDF settings can be configured by FeetPort web by following these steps: From Navigation Menu, ...

Document Scanner helps user to get clear scanned document in FeetPort. Document scanner field can...

FeetPort facilitates its users with multiple features and formats that are created by web user wh...

FeetPort comes with with file attachment interface for activities. It can be added in activity si...

To connect a collection to an activity form, make sure an activity has been created. Click here t...

To configure priority please follow below mentioned steps first: From Navigation Menu, go to Co...

To apply search restrictions on a collection, you must have an activity linked with a collection....

If you have a list of customers that needs to be user specific then a private collection is there...

If you want to know a success or failed response as per your collection search, then you can add ...

To add order taking form to an activity, make sure an activity has been created and mapped with a...

If you want to make changes in pricing of your product then you can edit the product price in ord...

To create packages from orders please follow the steps mentioned below: In the web dashboard na...

To map GST in order taking form please follow the steps mentioned below: In your web dashboard ...

To define taxes for order taking form please follow the steps mentioned below: In your web dash...

To define taxes for order taking form please follow the steps mentioned below: In your web dash...

To add tax to an order taking form please follow the steps mentioned below: In your web dashboa...

To setup the scoring system for an activity form please follow the steps mentioned below: In yo...

To categorize customer or vendor on the basis of score please follow the steps mentioned below: ...

With OCR you can scan ID cards ie. Driving license, Adhaar, PAN card, etc. You can also scan a do...

  With OCR you can scan ID cards ie. Driving license, Adhaar, PAN card, etc. You can also scan a...

To prioritize a task please follow the steps mentioned below: To auto-populate fields after scan...

Before making public form make sure to create a state as public in the workflow. To configure pub...

To fill the public form fist open the public link (ie https://web.feetport.com/public/activity/"Y...

Feetport app has multilingual feature which can help user to convert English into Regional langua...

Just like any other tasks, web users can view submissions on public form. To view these tasks ple...

In Urva, we can auto populate the customer database on the basis if segregation. For example, if ...

To schedule a task in the future we will have to configure scheduler in the activity first. Pleas...

To schedule a task to be sent to mobile at a certain time please follow the steps mentioned below...

To restrict the scheduling of tasks please follow the steps mentioned below: From left ...

To add fields from previous task to a follow-up task. Please follow the steps mentioned below for...

From left navigation, go to Configuration and choose Activities. Click on the activity, click o...

To validate identity before task closure, you may send OTP either through SMS or Email. Please f...

To configure a messaging channel for closure by OTP please follow the steps mentioned below: Fr...

To add payment collection to an order taking form please follow the steps mentioned below: From...

In FeetPort, you can add data and permissions to configure payment option in your activity form.T...

There is a provision that FeetPort app automatically picks up location address visited when field...

To avoid misusing the customer data by any other source, there is feature in FeetPort which is ca...

Web User can configure Barcode scanning option in the activity forms.  Here is how it can be don...

Trigger messages can be configured by the web user which can be sent to the customer as well as t...

Web user can mandate the user to Check and Start the task within a particular radius of the Custo...

A web user can fix time to be spent on a task that will be completed by a field user. This restri...

NFC stands for Near Field Communication. Essentially, it provides a wireless connection between ...

FeetPort allows the field user to do a conversation with his supervisor while doing a task. This ...

FeetPort facilitates the feature to add acknowledgment text before capturing 'Signature' in activ...

Audio Inerface: This interface records the audio of the customer if required. A field user can ta...

Screen pinning is a feature that enables the user to only show a specific screen on FeetPort. Thi...

Web user can configure the settings for  users to save the task for later and submit afterwards. ...

Page Break feature helps in sectioning the activity form in different parts. It helps in identify...

This feature helps you to create multiple arithmetic calculations in FeetPort activity form. If ...

Task IDs are unique to identify the tasks. A web user can make the task ID visible for a field us...

Enabling this feature will Track communication done by task through Trackable template. Let us k...

FeetPort App can be customized as per company requirements like adding company's logo and color t...

Business levels represent the levels for segregation of data at deeper levels on based of locatio...

Reports are very valuable for any business organisation as it helps in making analysis of perform...

Activity fields can be set as filters in hierarchy. To Enable this feature, follow these steps: ...

Adding a field as unique field in an activity ensures no duplicacy for that field. Hence, genuine...

Digilocker can be enabled to add file attachments in FeetPort activity form by following steps: ...

This feature helps you to create multiple arithmetic calculations in FeetPort activity form. If ...

Admin user can configure check in requirement for the  From Navigation Menu, go to Activities u...

You need your customers or applicants or users of your services to fill out an information form o...

FeetPort facilitates you with the option to allocate Hierarchy in bulk, hence multiple hierarchy ...

Feertport Users can format data according to hierarachy by following steps which are mentioned be...

To connect a collection to an activity form, make sure an activity has been created. Click here t...

Activity is a digital formation of any Hard copy format. You can convert any hard copy format int...

In Activity form there is a option to take inputs in the form assigned by Web user. Let's learn ...

SLA or TAT can be defined in FeetPort web where the managers can set a time limit for the tasks t...

FeetPort facilitates you to create your own database from back end and map it with your Activity....

Package is a sub-type of collection which can categories segment wise product so user can search ...

Package created from backed enables categorized view of collection data in mobile data. Process r...

Once the collection is created, data can be uploaded in three simple steps as mentioned : Under...

To create a Catalog follow below mentioned steps? From Navigation Menu, click on 'Catalog'. Cl...

Go to foundation module and click on hierarchy sub module Choose your hierarchy If you are cre...

You can create a template for email notifications to any user or customer. You can create an emai...

Follow the steps to delete templates from FeetPort web portal: In your Navigation Menu, go to C...

Want to send Email to your customer / partner, after every visit done by your field team, don't w...

Web users can send communication by composing messages and send them to one user or multiple user...

FeetPort is now helping mobile users with actionable notifications. Mobile user will get these no...

This feature helps webuser to know if mobile user has taken screenshot or not in FeetPort app. Fo...

Target is a vital feature that help derive results for field team. In FeetPort Targets can be bas...

Goals or schemes or discounts or offers (whatever you call them) are run for every company which ...

Beat Planner facilitates you to view all your customers  instantly.Take a glance of all nearby cu...

To create a conveyance Expense follow the steps mentioned below? From Navigation Menu, go to Co...

To export target FeetPort please follow the steps mentioned below? Go to Reports module in Feet...

To view Expense data web user can follow below mentioned steps: Go to Report Module Click on P...

FeetPort has the feature of calculating Commission / Incentive for Mobile users based on paramete...

  In your web console, On the right top corner go to the Profile.   Now click on switch to 3.0....

  In your web console, On the right top corner go to the Profile.   Now click on switch to 3....

Area and mapping is a helpful tool to plan tour for any specific user. FeetPort facilitates web u...

Geo Attendance is very unique feature of FeetPort that facilitates Mobile users to mark their att...

After configuring and adding an area we can map & assign certain areas to field users. In or...

To configure type of leaves and leave bands, please follow the below steps: Leave Type To creat...

Holiday calendar consists details of working days and holidays. To create a holiday calendar foll...

To export area report please follow the steps mentioned below: Go to Presence module from Navig...

Approval sub module is used to approve leaves and attendance of users. Web user can follow below ...

To process attendance manually, Web user needs to follow below mentioned steps: From Navigation...

Missing out attendance is pop-up message for providing exception if mobile user forget to mark ou...

FeetPort facilitates users with Marking attendance with or without selfie option. To configure th...

Opening Balance Opening Balance tab is used for uploading and processing of leaves. Web user can...

You can configure the Master Log by following the below mentioned process: From Navigation Menu...

Through this feature, a web user can configure the time required fro a field user to be present b...

In order to create bands in FeetPort for attendance and leave management. It helps the web user t...

FeetPort provides you the feature to select the color coding for leaves and holidays which helps ...

Opening balance can be processed manually or automatically by following steps: From Navigation ...

A web user can change edit/ modify the shift timings of the field users using FeetPort mobile app...

Now FeetPort Mobile users can mark their attendance while they are travelling.  Now they need not...

Various Taxes can be set up for an organisation in FeetPort. Web User can set and define tax pref...

FeetPort provides you the option to add discount to be given on products and services. This can b...

To map the tax with activity follow these steps mentioned below:  From Navigation Menu, go to P...

To map discount with products/ goods, please follow the steps mentioned below: From Navigation ...

We have configured tax and made it applicable with items, now we have to map it with activity. In...

To configure GST for Indian organizations please follow the steps mentioned below: In the navig...

To setup GST in an organization please follow the steps mentioned below: From Navigation Menu, ...

To create Percentage Discount, follow the below steps: In the navigation menu of your web conso...

To create a discount for a flat amount, please follow the steps mentioned below: From Navigatio...

In order to configure Tax Exemption,  follow the below steps:  From Navigation Menu, click on t...

Discount created can be assigned to the user through User Groups This can be done by following st...

Discounts created in FeetPort for respective products an services can be edited any time by follo...

To update the Discounts in FeetPort, follow the below steps: From Navigation Menu, go to Config...

Various taxes can be deleted by following below steps:  From Navigation Menu, go to Configurati...

Tax Details in FeetPort web portal can be updated as per following steps:  From Navigation Menu...

Create triggers: Trigger messages can be configured by the web user which can be sent to the cus...

Trigger messages can be configured by the web user which can be sent to the customer as well as t...

Follow the below steps for Multi-State Approval System: From Navigation Menu, go to Tasks. Ch...

To add order taking form to an activity, make sure an activity has been created and mapped with a...

Urva gives you the power to think and innovate the way you want to use Urva. We call it Super App...