SFA Mobile app Minutes of Meeting: Date: 25/09/2023

Activity:
 MTP approval should be in Bulk approval should not on single date approval. Only if
the Manager wants to reject single date MTP.
 The color should be specific if working on Week off or Holiday.
 Approve & Reject tab should be visible in single level of dialogue box.
 In MTP the Route name should be in Bold not route code.
 The status of MTP should be visible approved if Manager has already approved it.
For approved MTP submitted status should not be visible.
 Customers name should be visible on every selected routes in.
 Day start & Day end should not be visible in any id, can do if require in any specific
employee.
 Master sync & customer sync should hyperlink with login button for smooth use for
end user. (Or should sync data on single button) (Also should be hyperlink on date)
 Add the heading of Expected business on Dr. selection screen & POB in chemist
Daily Activity page , which is blank right now.
 Zero should not be visible while selecting sample.
Leave:
 In Leave module while changing leave type date will not have to change
automatically before adding leaves.

Customer Management:

 Focus brands (Product) add in chemist master Mobile & Web. (Already discussed old
point)
 Manager can select KOL customer while approving the customers & it will be also
added in Managers customer list & VSEs customer list.
 BTP should be visible as per the web data.
Field Expense:
 Total of addition & deduction of amount by manager /HO should be in 1 table.
Currently it is taking more column to visible.
 MTP change should be visible with RED color as per the web.
Secondary Sales:
 Require stockiest code along with the name.
 Stockiest deactivation rights require @ VSE end as per workflow.

E-Requirement:

 Manager (DSM/RM) can see E Requirement request of their Region/Area in Web &
Mobile App.
 Change Heading name of Sample complain.
 AOL:

 In AOL Application number & no of activity should be visible with the date.
 Customer city should be visible with customer code while adding MCR Customer.
 Pin code series (1st & 2nd digit) should be validated as per the state.
 While approving, planned amount should be visible instead of actual amount.
 Manager & HO approved Amount should be visible.
 Joint working is required in AOL.