Release notes

Release notes - October 2023

1. Route owner image in list view

The route owner's image is displayed in the list view in the Routes and Diary module, to know the route owner easily.

Web: Available

2. Route Info window

Similar to the stop info window, hover over a route path to view its info like planned travel timing, actual appointment duration, actual travel distance and duration.

Web: Available

3. Pin clusters disabled for color views

Pins clusters are disabled when a color view is applied, enabling users to visualize their data better.

Web: Available

4. Past routes views added in Routes module

Now you can view all your past routes that is the routes with status, completed, incomplete and skipped.

Web: Available

Android: Available

iOS: Available

Release notes - September 2023

1. Color Views - mobile

Color views is now available in RouteIQ's mobile apps.

Android: Available

iOS: Available

Release notes - July 2023

1. Default Reports & Dashboards

Default reports and dashboards are created when the RouteIQ extension is installed. You can then customize the available reports and dashboards per your requirements. Learn more

Web: Available

2. User Export and Import

To activate and deactivate users in RouteIQ easily, we've provided the user export and import feature, which helps you export users, modify their status, and import them back into RouteIQ. Learn more

Web: Available

Release notes - June 2023

1. In progress route can be partially edited

An in progress route can be renamed, deleted, and cloned, stops can be added, and non-visited stops can be edited or deleted.

Web: Available

Android: Available

iOS: Available

2. Restricted check-in/out for records

Restricted check-in and check-out is applicable for record check-in/out as well. While checking in or out of a record location, users will have to be within the allowed radius.

Android: Available

iOS: Available

Release notes - May 2023

1. Automated Check-in/out

RouteIQ eliminates the hassle of checking in or out by automatically checking in when you arrive at the stop's location. Learn more.

Android: Under store review

iOS: Available

2. Saved Zoho CRM Filters

Filter your prospects on the map with your saved Zoho CRM filters

Android: Available

3. Navigate to Following Stops

It helps you navigate the incomplete section of the route instead of the whole route

iOS: Available

Release notes - April 2023

1. Search Along the Route - Web

Search along a route helps your field force find records that are located along a route. Learn more.

Web: Available

Mobile: Available

2. Visits Tracking

Date-based visualization of a user's field visits, order, and detailed info on each visit. Learn more.

Web: Available
Mobile: Not available

Release notes - March 2023

1. Integration UI Revamp

Web: Available

2. Explore

Android: Available

3. Professional Plan

3.1 Color Views

Visually see the progress made on a route based on check-ins and check-outs performed by a field agent. Learn more.

Web: Available
Mobile: Not available

3.2 Check-in/out and Proof of Delivery

Log your visits by checking in and out at your stop's location. You can also capture Proof of Delivery in the form of documents, images, videos, etc. Learn more.
Mobile: Available

3.3 Route Progress Tracking

Visually see the progress made in a route based on the check-ins and check-outs performed by the field agent. Learn more.

Web: Available
Mobile: Available

3.4 Time and Mileage Tracking

Track the distance traveled and time spent to visit the completed stops based on check-ins and check-outs performed. Learn more.

Web: Available
Mobile: Available

3.5 Route Reports & Dashboards

Get an overview of your field performance with metrics like route status, completed visits, distance traveled, and time spent with their respective deviations. Learn more.

Web: Available
Mobile: Available in Zoho CRM Analytics mobile app

3.6 Automated Route Planning

Eliminate manually creating routes by automating route planning for your daily meetings. Learn more.

Release notes - February 2023

1. RouteIQ for iPad

RouteIQ can now be used in your iPads as well.

Release notes - January 2023

1. Global Search

Global Search helps you search and locate any place, favorite place, record (leads, accounts, meetings, etc.), and route on the map. Learn more.

Web: Available

Mobile: Not Available

2. Saved Zoho CRM Filters

Filter your prospects in RouteIQ with saved Zoho CRM Filters. Learn more.

Web: Available
iOS: Available

Release notes - December 2022

1. Explore

Simultaneously visualize records from up to 10 modules spread across an area. Learn more.
iOS: Available

2. Multi-app Navigation

Navigate your route or stop with Google, Waze, or Apple Maps. Learn more.
iOS: Available

3. Increased number of records in map visualization

Previously, you could visualize up to 100 records on the map for a module. We now support up to 1,000.

Android: Available

Release notes - November 2022

1. Map View Widget in module list view

The Map View button in Zoho CRM's list view enables RouteIQ users to view the current page records on a map, any filtered criteria applied is also inherited.

Help Doc: https://help.zoho.com/portal/en/kb/routeiq/user-guide/web/map-visualization/articles/map-view-button-in-zoho-crm-list-view

2. Check-in restriction

Check-in restriction allows a field rep to check-in only if they are located at the actual location where the meeting is being held. If they aren’t located there, RouteIQ removes the check-in from Zoho CRM and adds a note mentioning an invalid check-in was performed.

Webapp: Available
Mobile app: Available

Verified Check-in

Invalid Check-in

Unverified Check-in

3. Increased the stops per route to 25 (Including start and end point)

Earlier, you could create optimized routes only with 18 stops, now we support up to 25 stops(including the start and end points).

Webapp: Available
Mobile app: Available

4. Increased the number of records for visualization to 1000

Earlier, you could visualize up to 100 records on the map for a module, now we support up to 1000.

Webapp: Available
iOS: Available
Android: Available

5. Integration of the Tasks, Cases, and Sales Orders module

Now you can integrate 3 additional default modules (Tasks, Cases, and Sales Orders) with RouteIQ.

6. Mandatory address field mapping for the Meetings and Deals module

Earlier, field mapping for Deals and meetings was done automatically with the address info from the related module. Now, the admin has to map the address field available in the Meetings and Deals module.

7. Zoho CRM Saved Filters within RouteIQ

Webapp: Available(US DC alone, other DCs by December 2)

iOS: Available
Android: Under Development

Release notes - October 2022

1. Explore - Multiple module visualization

Earlier, you could visualize only one module at the a time. Now, you will be able to simultaneously visualize up to 10 different modules at the same time with Explore module.

Webapp: Available
iOS: Available
Android: Available

Help doc: https://help.zoho.com/portal/en/kb/routeiq/user-guide/web/map-visualization/articles/explore

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