My sales people check in and checkout in customer module .Once checkout is completed i am not able to see check out completed in OPR Dashboard Result part.
Also if i manually try to see any activity as a system administrator user it shows me the below issue .Also kindly confirm if can check in n out locations of employee in web version
It appears that the Check-In and Check-Out options are not displaying in the OPR. To resolve this, you need to generate a report using the Targeted Module and Related Module. Make sure to include relevant fields from the Related Activity Module as well.
Here’s how it works:
When you click on Check-In, an automatic activity is created, starting the process.
When you click on Check-Out, the corresponding fields should appear, allowing your team to fill in the necessary data and save it.
Note: Please provide a full screenshot along with the URL for better clarity in future requests.
Regarding the “Something went wrong” error, kindly share your CRM URL with us. We will investigate the issue and get back to you with a solution at the earliest.
To view completed tasks on the OPR Result Dashboard, please follow the steps below:
Go to Admin
Search for " OPR Configuration" and Click on it
In the configuration panel, enable the Activity Module’s Result Dashboard checkbox
The issue occurred because no fields were set on the Summary Card View. We will address this and include a permanent fix in our next release.
In the meantime, I have configured a few fields on the summary card so that you can now view the Activity manually. You may adjust these fields as per your preference.