Now, during the Corona pandemic, many representatives have encountered some customers who may not be visited in person, whereby contact is only possible by telephone.
Such telephone calls are a forced substitute for a visit. The call interval should be reset upon conclusion. To log this in portatour® there is a new menu item By phone instead of in person, when you click New report on the customer detail page.
Now what are the differences compared to the normal call report? The report is of type “Other” with the subject “By phone instead of in person”. In addition, this report does not affect the departure point if the schedule is subsequently updated.
Analogous to the normal call report, the date of the last visit is updated for the customer, i.e. the call interval is reset. This telephone call has taken place in lieu of an in-person visit.
Here is a table summarizing the characteristics of the different reports:
| Call | Missed | By phone instead of in person | By phone | Other | |
| Report type | Call | Missed | Other | Other | Other |
| Prefilled subject | “Call” | “Missed” | “By phone instead of in person” | “By phone” | (empty) |
| Date of last call at customer | Will be updated | Remains unchanged | Will be updated | Remains unchanged | Remains unchanged |
| Departure point for next schedule | Will be updated if necessary | Will be updated if necessary | Remains unchanged | Remains unchanged | Remains unchanged |
| Geotag | Possible | Possible | Not possible | Not possible | Not possible |
Note: Which menu items are actually visible depends on the settings in the Options under “Reporting”.