Continue Current Trip
Open the active iPad-style call sheet.
Find Customer
Add New Customer
Quick entry for prospects found on the road.
Today
0 overdue follow-ups
| Customer | Town | Main Contact | Last Visit | Next Follow-up |
|---|
Add Customer
Google Maps and Next Nearest use the customer’s physical address. Location coordinates are created automatically in the background when required.
Create Trip
The trip name is a label only. Customers are selected using Territory and Work City/locality below.
1. Select Territory
2. Select Work City / Locality
Select at least one Territory first.
3. Preview
No customers selected.
Overdue Follow-ups
Controlled Sync
Sync packages merge changes; they do not replace the complete database. A recovery snapshot is created before every incoming merge.
Unsynced local changes: 0
Last merge: Never
Sync Safety
New records are added. Different records are merged automatically. Where the same record was changed on two devices, SI Lodec Connect asks which version to retain.
This release provides controlled file-based exchange between devices. Automatic cloud transfer will use the same merge engine later; it will not overwrite a whole device database.
Excel Import
Imports the first worksheet. Address import is explicit: Company plus Work Address Line 1, Work Address Line 2, Work Address Line 3 and Work City. Postal, mailing and generic address fields are ignored. Other recognised fields include Phone, Website, Territory/Region, Last Visit, Next Follow-up, First Name, Last Name, Email and Mobile.
No file selected.
All files are visible in the iOS picker. After selection, SI Lodec Connect accepts .xlsx or .csv. Older .xls files should first be saved as .xlsx.
Backup
Release
Version 1 PWA Trial 0.4a
Adds a multiple-selection Territory dropdown to Add/Edit Customer. A customer may belong to more than one territory, and new territory options can be created directly from the customer screen.