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...

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 you can be modified later on. Any changes made later will be visible to mobil...

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...

You can send Auto Emails to your Customer's / Partner's, let's learn how to do that  : Create a...

Want to send sms to your customer / partner, after every visit done by your field team, FeetPort ...

Public page is digital form converted to web page and it can be filled using your web browser. It...

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

Create an PDF template that needs to be sent, go to template module  Click on PDF template Tap...

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

FeetPort comes with with video interface for activities. It can be added in activity simply by fo...

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 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: ...

To auto-populate fields after scanning documents please do these settings mentioned below: From...

  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...

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

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...

To add cash payment collection to an activity form please follow the steps mentioned below: To a...

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...

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...

Hierarchy levels represent the levels for segregation of data at deeper levels on based of locati...

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...

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 ...

Now that you have created the Collection, this needs to be mapped with the Activity so users may ...

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...

SMS template needs to be mapped with the activity as we need to define when and to whom this sms ...

To create a PDF template please follow the steps mentioned below: In your navigation menu go to...

If you want to send SMS to your customers, after every visit done by your field team, don't worry...

To create an email template please follow the steps mentioned below: In your navigation menu go...

To create a WhatsApp template please follow the steps mentioned below: From your Navigation Men...

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

In FeetPort we have restricted the User ID to be logged in on multiple devices. To do this User I...

User who have access to FeetPort Mobile application are called Mobile users. These IDs are create...

Mobile user IDs can be deactivated / deleted from FeetPort web console. Once user ID is deactivat...

Mentioned below are the steps to modify a mobile user :   Click on identity management under n...

Web user are the one who access FeetPort console for fetching reports/ task assignment etc. These...

Web user ID can be deactivated. Follow below steps to do the same : Go to identity management i...

MOBILE USER Mobile users are those field workers who works in the field, whether that field is a...

Web user can be modified and any changes can be updated for the ID, below steps explain the proce...

A subscriber is non-user of FeetPort, basically person who doesn't have access to either FeetPort...

To create a user group follow the steps mentioned below: Go to Identity management module and c...

Every Web User has a assigned role and it has permissions given. Based on these permissions this ...

To enable users view or perform tasks, activity needs to be assigned to them. The process to assi...

Mobile user creation in Bulk: Users can be created in Bulk by updating data in excel sheet.Hence...

Every feature in FeetPort is kept optional. On the basis of client's requirement, feature can be ...

Location Tracking is a technology that physically locate and electronically record and track the ...

Location Tracking is a technology that physically locate and electronically record and track the ...

  To export performance report in FeetPort Web Console user can follow the steps mentioned below...

Web user dashboard can be easily configured with the following steps: On FeetPort Web Console g...

Mobile user dashboard keeps mobile users updated with their performance with help of analytics an...

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

Fetch report of Mobile users for Missing days when they haven't done any task.   Open Navigatio...

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...

To create beat plan follow the steps mentioned below: On Web Console go to Performance module a...

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...

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 ...

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...

To setup expense first, cadre has to be created. Please follow the steps mentioned below: In we...

To flag any expense submission from the team please follow the steps mentioned below: On your n...

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

Cadres created for expense management can be easily updated and deleted at any point of time. Ju...

Sub Types are modes of transport and expense that a company wish to pay off to it's employees whi...

Learning module helps you to understand the principles and products of the organisation. It helps...

A place where your knowledge about the product is tested. Under this module, you can view the pen...

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

Triggers can be deleted by following below steps: From Navigation Menu, click on Configuration....

Triggers module allows you to create trigger messages on various platforms like Email, SMS, Whats...

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