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How to view a day's tracked locations for a team member?

To view day's tracked locations for a team member follow the steps: From the navigation menu, c...

How to add areas of presence?

To add areas of presence please follow the steps mentioned below: In your web console navigatio...

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 add payment collection to an order taking form?

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

How to configure a messaging channel for closure by OTP?

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

How to add identity validation before closure of task?

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

How to restrict scheduling of tasks?

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

How to setup eligibility criteria for incentives?

To setup eligibility criteria please follow the steps mentioned below: On your web console navi...

How to modify the incentive settings?

To modify the incentive settings please follow the steps mentioned below: On your web console n...

How to setup incentive types?

To setup incentive types please follow the steps mentioned below: On your web console navigatio...

How to modify the goal settings?

To modify goal settings please follow the steps mentioned below: In the left navigation menu of...

How to setup the frequency for a goal?

To setup frequency for a goal please follow the steps mentioned below: In the left navigation m...

How to create & edit periodic goals with targets?

To create & edit periodic goals with targets please follow the steps mentioned below: In th...

How to add OTP before closure of any task?

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

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

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

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

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

How to schedule a task in the future?

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

How to view the submissions on a public form?

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

How to fill a public form?

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

How to create a public form for customers?

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

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