With today’s software update the calendar view of portatour® Anywhere received an additional feature: showing past call reports.
The call reports are distinguished by their grey color. In above example, call reports are shown on Monday and Tuesday. Click on the call report to edit the call report or to open the respective customer.
To configure what data should be shown in the calendar and for what time period, click on the cogwheel to the top-right of the calendar. There you also find the new Daily View.
By setting the view to “Plan”, only the planned schedule and appointments are shown. Setting it to “Reports” only shows call reports. The option “Both” shows the planned schedule with appointments and the call reports. In the latter mode, only call reports will be shown for past days, even if there are past appointments or scheduled visits. This is to tidy up the calendar.