Release Notes

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TIMELINE

2024

2023

2022

2024

Jun

End Route

EnhancementsRouting

Previously, users had to wait for RouteIQ to end routes after their due date or completion. Now, users can manually end routes, making it easier to manage them.

Route Owner Filter

New FeatureRouting

You can easily view the routes of a user by filtering routes based on the route owner. Learn more.

Platforms: Web, iOS & Android

Change Owner

New FeatureMap Visualization

You can change the owner of records in a Zoho CRM module by selecting on the map and choosing the user, helping you assign records with location context. Learn more.

Platform: Web

Mass Update

New FeatureMap Visualization

You can change the field value of a record in a Zoho CRM module by selecting it and entering the new the field value, helping you update field values based on location context. Learn more.

Platform: Web

May

Clipboard

New FeatureRouting

Users can now easily gather all the prospects from different modules and views to create a route to visit. Learn more.

Platforms: Web

Check-in Restricted - Map Preview

EnhancementsRouting

When a user checks in outside the allowed radius, a map preview shows their current location and where they need to be to check in.

Platforms: iOS & Android

Mar

Layout Customization

New FeatureMap Visualization

Users can now choose which fields they want to view in the record lists (i.e. list view and stops in a route) and info window. Learn more.

Platforms: Web, iOS & Android

Feb

Adjust Coordinates

New FeatureMap Visualization

Users can now easily update a record's coordinates by choosing the correct location on the map.

Platforms: iOS

Zoho Expense Integration

New FeatureRouting

RouteIQ now automatically creates mileage expenses for completed routes in Zoho Expenses! Learn more.

Platforms: Web

Jan

Equal Distribution

EnhancementsRouting

In Route Distribution, you can distribute the visits equally amongst the selected users in a single route.

Platforms: Web

Custom Duration for Flexible Stops

EnhancementsRouting

Earlier duration for stops could be entered as 5, 10, 15, 30 mins, etc, now any duration up to 11 days can be entered.

Platforms: Web, iOS & Android

Add to Existing Route - Revamp

EnhancementsRouting

Platforms: Web

2023

Dec

Multi-user & Day - Visits Tracking

EnhancementsTracking

Earlier, visits could be viewed only for a single user and day at a time. With this update, you can view visits of multiple users across many days simultaneously.

Platforms: Web

Color Views - Dynamic Date Criteria

EnhancementsMap Visualization

Before, you had to manually enter date range for things like "last month," which quickly became outdated. But now, we've added dynamic date options like "today," "this week," and "last week" so your color views are always upto date.

Platforms: Web

Creating Meetings in Zoho CRM for Routes and Stops

New FeatureRouting

RouteIQ automatically creates meetings in Zoho CRM for routes and stops when created in RouteIQ and view them in your calendar. Learn more.

Platforms: Web

Oct

Route owner image in list view

EnhancementsRouting

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

Platforms: Web

Route Info Window

New FeatureRouting

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.

Platforms: Web

Pin clusters disabled for color views

EnhancementsMap Visualization

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

Platforms: Web, iOS & Android

Past routes view added in Routes module

EnhancementsRouting

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

Platforms: Web, iOS & Android

Sep

Color Views

New FeatureMap Visualization

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

Platforms: iOS & Android

Jul

Default Reports & Dashboards

New FeatureAnalytics

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

Platforms: Web, iOS & Android

User Export and Import

New FeatureUser Management

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

Jun

In progress route can be partially edited

EnhancementsRouting

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

Platforms: Web, iOS & Android

Restricted check-in/out for records

EnhancementsTracking

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.

Platforms: iOS & Android

May

Saved Zoho CRM Filters

New FeatureMap Visualization

Filter your prospects on the map with the saved Zoho CRM filters. Android: Available

Platforms: Android

Automated Check-in/out

New FeatureTracking

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

Navigate to Following Stops

New FeatureRouting

This feature helps you navigate to all the stops after the selected stop instead of the entire route.

Platforms: iOS & Android

New language support: Japanese

Users lookup fields supported in color views

EnhancementsMap Visualization

You can now create color views based on the owner or another user lookup field in the module.

Platforms: Web

Apr

Search Along the Route

New FeatureRouting

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

Platforms: Web

Visits Tracking

New FeatureTracking

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

Platforms: Web

Mar

Integration UI revamp

EnhancementsIntegration

Platforms: Web

Explore

New FeatureMap Visualization

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

Platforms: Andriod

Color Views

New FeatureMap Visualization

Visualize your prospects' various aspects, like lead status, account's industry, and last visit date by color-coding them based on different criteria. Learn more.

Platforms: Web

Check-in/out and Proof of Delivery

New FeatureTracking

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.

Platforms: iOS & Android

Route Progress Tracking

New FeatureTracking

Visualize the progress made in a route based on the field agent's check-ins and check-outs. Learn more.

Platforms: Web, iOS & Android

Time and Mileage Tracking

New FeatureTracking

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

Platforms: Web, iOS & Android

Route Reports & Dashboards

New FeatureAnalytics

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.

Platforms: Web, iOS & Android

Automated Route Planning

New FeatureRouting

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

Platforms: Web

Feb

RouteIQ for iPad

You can now use RouteIQ on your iPad.

Platforms: iOS

Jan

Global Search

New FeatureMap Visualization

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

Platforms: Web

Saved Zoho CRM Filters

New FeatureMap Visualization

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

Platforms: Web & iOS

2022

Dec

Explore

New FeatureMap Visualization

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

Platforms: iOS

Multi-app Navigation

New FeatureRouting

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

Platforms: Web

Increased number of records in map visualization

EnhancementsMap Visualization

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

Platforms: Android

Nov

Map View - Widget in the module list view

New FeatureMap Visualization

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 are also inherited.

Platforms: Web

Explore - Multiple module visualization

New FeatureMap Visualization

Previously, you could visualize only one module at a time. Now you can visualize up to 10 different modules simultaneously with the Explore module. Learn more

Platforms: Web

Check-in restriction

New FeatureTracking

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

Platforms: iOS & Android

Increased the stops per route to 25 (including start and end points)

EnhancementsRouting

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

Platforms: Web, iOS & Android

Increased the number of records for visualization

EnhancementsMap Visualization

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

Platforms: Web

Integration of Tasks, Cases, and Sales Orders modules

EnhancementsIntegration

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

Platforms: Web

Mandatory address field mapping for Meetings and Deals

EnhancementsIntegration

Previously, field mapping for Deals and Meetings was performed automatically with the address information from the related module. Now, admins have to map the address field available in the Meetings and Deals module.

Platforms: Web