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Besides viewing customers on the customer list, there is also the option to view customers surrounding an individual customer.
Open a customer and press the Surrounding Customers button to view the 20 nearest customers:
The list helps you to squeeze in a customer on short notice, if there is time left. The list is sorted by distance. For each customer listed, it shows:
- The distance from the reference customer as beelines in miles (or kilometers)
- Date of last call
- Number of days since last call
- Call interval
- Due-date in percent (percentage of elapsed desired call interval)
- Due-symbol (see section Last Call)
You can sort the list by clicking the header.
By clicking on a marker on the map, you can see the customer name in a bubble.
The blue marker represents the currently selected customer.
If your customers have limited or very different opening times, we recommend to limit the list of surrounding customers by using the checkbox Open Now as Filter. Thus, only customers that can also be visited are shown.
The Due now checkbox confines the list of surrounding customers to the ones already due or overdue.