Good news for all sales reps who have to report their work-day in detail to their employer: this is now a lot easier thanks to the new extended time reporting tools which were released today for portatour® Anywhere.
Check out these new features:
- Open the new menu item Reports, where you will find a chronological listing of all reports that you have entered in portatour®. Easily check if everything is documented as required and complete unfinished reports. Below the list you find a button to Export your reports to Excel and to get the detailed portatour® Report for the day.
- Do you need to track your work-time? Use the buttons Clock in and Clock out. Days where you are not calling customers can be entered using Report day off. All these reports will show up in the portatour® Report.
- Finally, you can now also report appointments you had where you entered the address manually but did not refer to an existing customer or “My Place”. Click on took place at the appointment to enter your call report.
Hint: Are you using portatour® Anywhere in combination with Salesforce, Dynamics CRM or Connector? Update to the newest version of our integration software to ensure that the new reports for “Clock in”, “Clock out”, and “Day off” are handled correctly.