Adding new field in visit planner search criteria
I have one requirement where I have to add "Marketing Attribute" field in "Visit planner" search criteria so that we should be able to search accounts using "Marketing Attributes". Result data should also get filtered based on Marketing Attributes.
How can I achieve it ? Could anyone please help me to proceed.
Currently it search using 'Country', 'State' and 'Status'. Now I need to add 'Marketing attribute as well.
Karan Sood replied
Hi Marketing Attributes are currently not available on Visit Planning screen. In the upcoming release (1511), we are planning to enable extension fields of the type “Multi-value Dropdown”. Once this is available, you’ll be able to add custom fields on the Account object and then leverage them for Visit Planning, Route Planning and Routing Rules. Thanks Karan