“Power-users” of portatour® already adopted them into their daily work: custom fields at Customers, Appointments, and Call Reports. portatour® can be personalized this way to fit your individual business workflows.

New since the release on 11/4/2013 are option sets (drop-down lists) as possible values for custom fields.

Do this to get started: open Options > Custom Fields. Create a new field and choose Data type: Option set

Write the desired options in the text-box below, one per line. In a line you can enter a key, followed by a semikolon, and a display text. See an example in the screenshot above.

What’s the key for? In other software systems there is often a number value required for a field. Setting the key to a number or a different thing than the displayed text makes date import&export easier. Using a key also allows you to change the displayed text later. You don’t have to modify or update the stored data, as long as you keep the key the same. You can choose any value for a key, a number or text or a kombination. If you do not set a key, portatour® will automatically set an alphabetical key for you.

Note: The menu item “Custom Fields” is only visible in the options window, when you are using portatour® Anywhere without a connection to a CRM system. You also have to be a single user or an administrator in a multi-user setup. In case you are using portatour® Anywhere in combination with Microsoft Dynamics CRM or Salesforce, you can define custom fields directly in the CRM system and synchronize them with portatour®. In case you are using portatour® Connector, edit the configuration file (XML). portatour® in combination with Outlook does not support custom fields due to limits implied by Outlook.

New is also the possibility to show custom fields in the customer name. Use it to show the field inside brackets everywhere in portatour® where the customer name is shown.

Example: You want to show the customer number and A-B-C classification next to the name of the customer. Enable show in customer name for both fields and your customers will show up as “Customer-name (Customernumber, Classification)”. For example: “Max Headroom Inc. (95014, A)“. See this in the customer list and search results, schedule, and portatour® Report.

Many users have been asking for a calendar view. Good news: today we released a brand new calendar view and you can start using it right away.

View your fixed appointments and your automatically optimized schedule in a weekly overview or a monthly view. It works on your smartphone, tablet, and notebook. Click Calendar below the schedule or go to Appointments in the main menu and then click Calendar.

Click on an entry and the appointment or the related customer will open. Create a new appointment by clicking into an empty slot.

You will also like a new feature we recently released: sharing your calendar.

Enable sharing by going to Options, and clicking Calendar Sharing. There are three distinct calendars to be shared: one with appointments, one with your current schedule, and one with reports. The sharing option gives you a link for each calendar which you can use to import the calendar into other applications – like Google Calendar or Outlook. You can also share the link with other people – like your sales-manager or inside sales staff. The link points to an iCal Feed, which is also known as “internet calendar” in many applications. Only people who know the link will be able to see your calendar. If you don’t share the links, the calendars remain private. You can always stop sharing.

Use these features to improve your daily work. We are looking forward to your feedback, which you can send us to feedback@portatour.com .

For everyone who did not read the portatour®-Manual yet, we offer the new portatour® Anywhere online-help as reference.

Clicking the question-mark-symbol in the main menu and in popup-windows will open the online help.

Online help will open in a new browser tab. Switching between help and the app is easy.

For each page in portatour®, a dedicated help-page will give you details about exactly the information you need – help is context-sensitive. On occasion, the help page will contain links to sub-sections with more details. Press Home for the table of contents.

Hints:
If the online help does not open on click, check if the popup-blocker of your browser is the reason.

Online help and user manual contain the same information.