Call reports are the basis for the statistical key figures in the portatour® Report. If you enter your call reports in a third party system and not in portatour®, but you want to use the portatour® Report to the full extent anyway, portatour® is from now on able to create and save a call report in the background when you click on “Called now” at a customer (or “Took place” for appointments) without any further clicks being necessary. For this, go to Options > Reporting and select Create automatically.
Please note:
- No additional, manual entries in the report are possible in this mode. An “empty” report is created which is mainly used to count the visits. Mandatory fields are ignored.
- In addition, a maximum of one report per customer and day is possible in this mode. This is intended to avoid unintentional duplications when erroneously clicking several times on “Called now” at a customer.