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Planning using the List (Drag-Drop)

To plan a visit using the list view (drag-drop), follow the steps below.

  1. Click on the drag zone beside the desired Visit on the Unplanned Visit panel and drag the visit towards the Master Route panel. It is also possible to select more than one visit using the shift or ctrl keys and use the same drag method.

  2. Any Master Routes which are not compatible with the selected visit(s) are shown in grey. Hold the selected visits over this master route to see a reason description.

  3. Drag the selected visit over the desired master route and release to plan the visit on that master route. The visit will be inserted at the start of the route. New visits on route are considered as "unsequenced" and will be highlight in yellow until moved to a correct position by a user.