Visits and Accounts
Why Aren't My Visits Showing?
Why Aren't My Visits Showing?
You receive visits planned for you from the start of last month to the end of your current call cycle, or to the end of next month if that’s later. If you don’t have an active call cycle, no visits sync at all, and no error appears.Ask your manager to check your call cycle and that the visits are assigned to you. Then tap Sync. See Why Some Records Aren’t on Your Device.
Why Is an Account Missing?
Why Is an Account Missing?
You receive accounts you own or are on the account team for. Ask your manager to add you to the account team, and then tap Sync.
Why Can't I Create a Visit?
Why Can't I Create a Visit?
The + button appears only if you’re allowed to create visits. If the button is there but you see No Call Cycle., the date isn’t inside a call cycle. See Call Cycles.
Why Can't I Check In?
Why Can't I Check In?
If a location error blocks check-in, turn on location for FieldKo Atlas in your device settings. If you’re far from the store, the app asks you to confirm. You can still check in, but the app records your distance.
Why Can't I Check Out?
Why Can't I Check Out?
You might need to finish every task, give a reason with Can’t Do, or add a visit note first. See Check Out.
Why Can't I Reschedule or Delete a Visit?
Why Can't I Reschedule or Delete a Visit?
You can move or delete only Not Started visits. Dragging works only in Week, Weekday, and Day views.
Sync and Photos
Why Aren't My Changes Showing in Salesforce?
Why Aren't My Changes Showing in Salesforce?
Changes upload when you sync. In the side menu, tap Sync, check Pending Changes, and then tap Sync. If the sync still fails, see Fix Sync Errors.
Why Aren't My Photos in Salesforce?
Why Aren't My Photos in Salesforce?
On the Sync screen, turn on Sync Images, and then tap Sync. Background sync doesn’t upload photos.
Something Changed in Salesforce but Not in the App. What Do I Do?
Something Changed in Salesforce but Not in the App. What Do I Do?
To get updated records, in the side menu, tap Sync, and then tap Sync on the Sync screen. For changes to layouts, fields, or objects, use Reset Sync. Before you reset, sync until Pending Changes shows 0 records and 0 images. A reset can delete changes that haven’t uploaded.
Settings and Devices
Why Did My Settings Go Back to Defaults?
Why Did My Settings Go Back to Defaults?
Settings are stored on your device and reset when you log out. WiFi Only also turns off when the app restarts. Check it in Settings after you reopen the app.
Can I Change the App's Language?
Can I Change the App's Language?
The app uses the language set on your Salesforce user. Ask your admin to change it, and then on the Sync screen, tap Sync. Some screens, such as Sync and Settings, are in English only.
Is There a Dark Mode?
Is There a Dark Mode?
No. You can change the app’s colors under Settings → Appearance.
I'm Getting a New Phone or Tablet. What Do I Do?
I'm Getting a New Phone or Tablet. What Do I Do?
FieldKo data doesn’t transfer through device backups, so finish with the old device first:
- On the old device, sync until Pending Changes shows 0 records and 0 images. Logging out deletes anything that hasn’t synced.
- On the old device, log out.
- Install the app on the new device, and log in.