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How to add barcode scanning to activity form?

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

How to refresh activity form to view pending or completed data?

Mobile User can refresh the activity form through following steps: From FeetPort home page, cli...

How to assign multiple Customers to Users from Customer Collection?

You can assign Customers/ Contacts to users by following steps: From left Navigation Menu go to...

How to add cash payment collection to an activity form?

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

How to view past and upcoming Meeting schedule in FeetPort?

FeetPort allows you not only to create meetings with your customers but also to keep record of yo...

How to schedule meetings from FeetPort app? (Android)

In FeetPort, you can easily manage meetings schedules online digitally. Simply create a meeting ...

How to apply search restrictions on collections?

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

Activity Interface: Document Scanner

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

How to view customers/ contacts in FeetPort App? (Android)

Field person can view the customers/ contacts assigned to him in FeetPort application which helps...

How to create a Public Page?

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

How to complete a deferred task? (IOS)

A user can save a task for later and he can complete after sometime. This option is called as Def...

While starting task I am getting “Please defer the active task first ” error. What do I do? (iOS)

You are getting this error because there is an active task present in your pending task, which ca...

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

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

While starting new task I am getting “Please finish the active task first ” error. What do I do?

FeetPort allows user to Start Single Task at one time. if there is already an active task user wi...

How to delete an Activity?

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

How to notify users for profile update from FeetPort web?

Follow these steps to send profile update notification to users: From the Navigation Menu on th...

How to clear FeetPort app data?

To clear FeetPort app data, please follow the steps mentioned below: Go to FeetPort menu and cl...

How to define OTP for closure of any task ?

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

How to add Scores to a task in activity?

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

How to check FeetPort app version in android?

User can check the FeetPort app version in android app by following these steps: From FeetPort ...

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