General

Code client

This value allows you to identify the customer. This identifier is generated automatically by TourSolver and cannot be edited.

Format: character

Example:

1581948335603-+.124PdenmmwyADe6GVE

It cannot be imported.

Reference

This value allows you to identify the client. The name may be a patronym, a number, or an identifier…

Format: character

Example:

BL001

Assigning a value to this constraint is mandatory.

It can be imported.

Type

This value segments your portfolio database.
For example, it allows you to separate customers into Individuals / Companies, or to categorize the customer base by activity or turnover.
This value has no effect on the optimization but can be useful to set up filters/sorts to run a more targeted visit campaign.

Format: character

Example:

Opportunity

It can be imported.

Designation

The full name of the company or individual to service.

Format: character

Example:

Geoconcept

It can be imported.

Description

This value lets you add comments. Useful when the customer is an opportunity uploaded from the mobile app. Information such as customer availability, access issues, etc. can be rapidly uploaded to the customer description, and can be edited subsequently.

Format: character

Example:

Geographic software editor

It can be imported.

Client

This value complements the Type value.
It will inform as to whether this is an opportunity, or a customer for whom a service commitment is already in place. For users of the mobile app, opportunities uploaded from the field are not considered as customers (their value is set to "0").
If this value is not imported then the default value will be "1".

Format: boolean

Example:

0

It can be imported.

Sector

Free name or default identifier as defined for the sectorization.

Format: character

Example:

Paris territory

It can be imported.

Color

Stores the RGB / CSS customer color code.

Format: character

Example:

C97373

It can be imported.

Creation time

This value identifies the time of creation (via import, or manually) of the customer on the system. This identifier is generated automatically by TourSolver and cannot be edited.

Format: date and time

Example:

19/12/2019 09:08:31

It cannot be imported.

Update date

This value identifies the time the customer was updated on the system (via import or manually). This identifier is generated automatically by TourSolver, and cannot be edited.

Format: date and time

Example:

19/12/2019 09:08:31

It cannot be imported.

Last update

This value identifies the user that updated the customer on the system (via an import or manually): it is generated automatically by TourSolver and cannot be edited.

Format: character

Example:

Admin

It cannot be imported.