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  • Configuration

  • Workflow

    • How to create & update a Workflow?

    • Workflow

    • How to change permissions in a workflow ?

    • How to add order feature option to a workflow?

    • How to retrieve a submitted task?

    • How to allow deletion of task?

    • How to delete a workflow?

    • How to select icon and color for workflow state?

  • Activity

    • How to create Order Form in Activity?

    • How to add Scores to a task in activity?

    • How to define OTP for closure of any task ?

    • How to create an Activity form in FeetPort?

    • How to modify an Activity form in FeetPort?

    • Activity Interfaces

    • How to delete an Activity?

    • How to Configure Score settings in FeetPort web console?

    • Configure Email

    • Define sms for Acitivity

    • Public Page

    • How to create a Public Page?

    • How to configure PDF for activity in FeetPort?

    • Activity Interface: Document Scanner

    • Activity Interface : Video Interface

    • Activity Interface : File attachment

    • How to connect a searchable database or collection to an activity form?

    • How to apply search restrictions on collections?

    • How to map a private collection to users?

    • How to add search result status of collection to activity form?

    • How to add order taking form to activity?

    • How to make product price editable in order taking form?

    • How to create packages from orders?

    • How to add GST/ Tax in order taking form?

    • How to define taxes for order taking form?

    • How to define discounts for order taking form?

    • How to add tax to an order taking form?

    • How to setup scoring system for an activity form?

    • How to categorize customer or vendor on the basis of score?

    • How to auto populate fields after scanning document?

    • What type of documents can be scanned with OCR?

    • How to prioritise a task in Activity Form so that it is done first?

    • How to create a public form for customers?

    • How to fill a public form?

    • How to view the submissions on a public form?

    • How to auto schedule a task in through Web Console?

    • How to schedule a task to be sent to a mobile at a certain time?

    • How to restrict scheduling of tasks?

    • How to add fields from previous task to a follow-up task?

    • How to add OTP before closure of any task?

    • How to add identity validation before closure of task?

    • How to configure a messaging channel for closure by OTP?

    • How to add payment collection to an order taking form?

    • How to add cash payment collection to an activity form?

    • How to send quotation / estimate to a customer after order taking form?

    • How to customize a quotation / estimate format?

    • How to map check -in address with a form field in activity form?

    • How to validate any field with regex (regular expression)?

    • How to add a mask for data entry in activity?

    • How to add barcode scanning to activity form?

    • How to create triggers on task state change?

    • How to trigger an SMS on task state change?

    • How to enable Geo Fencing at the time of Check In and Finish?

    • How to enable minimum required time to spend on a task before a field user can finish it?

    • Activity Interface: NFC

    • How to configure settings for allowing conversation in a task by the field user? ( Task Comment)

    • How to configure 'Dynamic Text' on dialog before capturing Signature?

    • Activity Interface: Audio

    • How to enable user to 'Manually Defer' task from FeetPort ?

    • How to enable Screen Pin feature?

    • Page Break Feature

    • How to create & edit users?

    • Show Task ID on Tasks

    • How to enable track communication?

    • How to add Company Logo and color theme in FeetPort app based on Company ?

    • How to create territories/ business levels for an activity form?

    • How to enable Auto Create Report option for any activity?

    • How to set activity fields as filters in FeetPort ? (Hierarchy in activity form)

    • Unique field in Task

    • Digilocker document PDF viewer

    • Activity: Arithmetic Expression

    • How to enable Check In for an activity in FeetPort?

    • How to enable 'Linking option' in FeetPort for public page?

  • Collection

    • Create Collection

    • How to add Package in collection?

    • How to Map Collection with an activity?

    • Package in Mobile app

    • Upload Collection Data

    • How to add Catalog?

    • How to map catalog with a territory?

  • Templates

    • How to map template with an Activity?

    • How to create & edit a PDF template?

    • How to create & edit an SMS template?

    • How to create & edit an Email template?

    • How to create & edit a QR code template?

    • How to create & edit a WhatsApp template?

    • How to delete a template from FeetPort Web Portal?

  • Users & Identity

    • Mobile User Device Reset

    • How to create Mobile User one by one?

    • Mobile User Deactivation

    • Mobile User Modification

    • Web User Creation

    • Web User Deactivation

    • Identity Manager

    • Web User Modification

    • How to create a Subscriber ID?

    • Creating User Group

    • Creating a Role and Permissions

    • How to Assign Activity to Mobile User?

    • Mobile user creation by Bulk Upload

    • How to Provide Geo attendance to mobile user?

    • How to add custom fields to User's Info?

  • Location Analytics

    • Location Tracking

    • Location Tracking

  • Reports & Analysis

    • Exporting Performance Report

    • Configuring Web User Dashboard

    • Configuring Mobile User Dashboard

    • Attendance Report

    • Missing Days Report

  • Communication Center

    • Configure Email

    • How to send broadcast messages to mobile users?

    • Actionable Notifications

    • How to configure 'Screenshot Taken' feature?

  • Performance

    • Defining Target

    • Creating Beat Plan

    • Creating Goals

    • View Beat Planner in Mobile

    • How to create conveyance Expense?

    • How to export target repot in FeetPort?

    • How to export Expense report?

    • Define Incentive

  • Presence

    • Defining Area

    • Geo Attendance

    • Mapping Area with Mobile User

    • How to configure Leave Type?

    • Holiday Calendar

    • How to export Area List Report?

    • Approval

    • How to manually process attendance for multi user data?

    • How to configure missing out attendance for FeetPort App?

    • How to configure Selfie option in FeetPort?

    • How to configure Opening Balance for Leaves ?

    • How to configure Opening Balance?

    • How to enable Minimum time required before Mark Out for a field user?

    • How to create Bands in Presence?

    • How to add color option for Leave and Holiday in bands?

    • How to process the opening balance of leaves?

    • How to edit shift timings of mobile users?

  • Purchase Orders

    • How to define Tax in FeetPort?

    • How to define a Discount in FeetPort ?

    • Mapping Tax with Products/goods

    • How to map discount with Products/Goods ?

    • How to configure tax with activity?

    • How to configure default Tax preferences for Indian organisations?

    • How to setup GST in an organisation?

    • How to create percentage discount?

    • How to create discount for a flat amount?

    • How to configure Tax exemption?

    • How to configure discounts with User Groups or Users?

    • How to delete Discounts in FeetPort?

    • How to update a Discount in FeetPort?

    • How to Delete Taxes from FeetPort?

    • How to update Tax details in FeetPort?

  • Expenses

    • How to setup expense submissions/ cadre for teams?

    • How to flag any expense submission from team?

    • How to create conveyance Expense?

    • How to Update & Delete Cadres in FeetPort?

    • How to add subtype to cadres?

  • Data APIs

    • How to populate activity fields from an external API?

  • Chatbot

    • How to connect chatbot to my FeetPort account?

  • Team

  • Learning

    • Question Bank

    • Creating Quiz

  • How to enable Kiosk Mode in an activity?

  • Triggers

    • How to create triggers on task state change?

    • How to delete Triggers?

    • How to view and create Triggers in FeetPort?

  • Bill Approval

    • How to Upload and Approve Documents using multi-state approvals in FeetPort?

Books
Configuration
Location Analytics

Location Analytics

Location Tracking

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

Location Tracking

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

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Created 3 years ago
Updated 1 year ago
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