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Field Manager

This module provides field sales management capabilities for tracking and managing field employees and their activities.

Features​

  • Client/Customer Management: Manage client information, contacts, and locations
  • Field Employee Tracking: Track field employees and their assigned territories
  • Visit Management: Schedule and track client visits
  • Activity Logging: Log all field activities including visits, calls, and meetings
  • Client Assignment: Assign clients to specific field employees

Requirements​

  • Open Core Business Suite (Base System)

Installation​

  1. Download the Field Manager module package
  2. Extract the module to Modules/FieldManager
  3. Run the installation command:
php artisan module:enable FieldManager
php artisan migrate
  1. Clear the application cache:
php artisan optimize:clear

Usage​

Client Management​

Navigate to Field Sales > Clients to manage your client database:

  • Add new clients with contact information and location details
  • View client history and interaction logs
  • Assign clients to field employees

Visit Management​

Schedule and track client visits:

  • Create visit schedules for field employees
  • Track visit completion and outcomes
  • Generate visit reports

Activity Logging​

All field activities are automatically logged:

  • Client visits with check-in/check-out times
  • Meeting notes and outcomes
  • Follow-up actions and reminders

Configuration​

Access module settings at Settings > Field Manager to configure:

  • Default visit duration
  • Activity types
  • Client categories
  • Territory management options
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