With today’s update, we’ve made small but significant improvements to many features in portatour® to make it even easier to use, as well as get you to the desired result with fewer clicks.

We hope you enjoy this software update and look forward to your feedback at feedback@portatour.com.

Improvements to entering appointments

• Instead of an appointment duration, the end time is now selected from a list. The resulting duration is shown as additional information. To enter hours and minutes separately, just click the keyboard symbol.

New display and input of long durations

• From now on, durations of more than one hour are displayed separately in hours and minutes, e.g. “105 minutes” is now displayed as “1 h 45 min”.
• By clicking the keyboard icon, you can enter the hours and minutes separately.

Improvements to call reports

• The start and end times of the report can now be taken directly from the completed appointment or suggested call. Simply click the […] icon to accept the times.

• The “Call Note” field is now always at the bottom of the call report, since the field refers to the next customer call. To make this easier to recognize, it also has the heading “Next Call”.

Improvements to the map

• When you display the schedule on the map, a single click on the new button to the left of the day selection is enough to display the daily routes for the entire week simultaneously. Individual days can be switched off and on again simply by clicking them.

Improvements to the calendar

• Display of the calendar weeks in the month view
• Quickly switch to a different date. Clicking the blue heading opens the new “Go to” window.

Improvements to the appointments list

• In addition to future appointments, past appointments can now also be displayed in list form. Clicking “Past” shows the appointments from the last 90 days. You can get to the appointment list by clicking the list symbol in the top right corner of the calendar.

Selectable authorization level when logging in as a user

• If you have previously logged into a user account as an administrator or supervisor, you still have administrator or supervisor permissions. Now you have the option to lower the authorization level for the duration of the login. You see the user account from the user’s point of view. To do this, click the cogwheel symbol in the header.

After an intensive development period, we have installed a major update in portatour® today. To read details about the new features, scroll down or use the following links:

• Main menu and calendar header in new design
• Task management in portatour®
• Filtering of customers by external list
• Increased API usage limits

We wish you much success with using the new features and are looking forward to your feedback at feedback@portatour.com .

By clicking the now more prominent main menu button, the menu items appear as icons to make better use of space on smartphones:

If there are important notes, the main menu button will turn red:

On large screens, “Tasks” and “Reports” are accessible directly from the main menu bar:

The original main menu entry “Appointments” has been renamed to “Calendar”, because the calendar view has been extended by new functions over time and now also shows call suggestions, reports and tasks besides appointments.

The “Calendar” entry in the main menu now always opens the calendar view. To get to the list view of appointments, click the list button in the calendar.

The day headings of the calendar have a new design. The labels appear in a larger font, the reference to the map and the presence of tasks are represented by symbols. The small arrow pointing downwards indicates that a menu will open with a click.

In addition to the already familiar link to the map, this menu also contains a new link to the schedule for the day and new functions for task management.

Furthermore, for a better overview in the weekly and monthly calendar, only those weekdays are displayed that are scheduled for visits according to the working hours set in the options. If an appointment is entered on a day off, this day is also displayed in the calendar.

This function was requested by many users. Now it is available: A task management directly integrated in portatour®.

Use tasks in portatour® to manage your to-do list. This will clear your head while you still remember your tasks. Post-it notes are now a thing of the past.

Here are some use cases that you can cover with tasks in portatour®:

• “Create a quote for customer ACME Inc.on Friday.” A task with date and reference to a customer.
• “Call customer John Doe every Wednesday and, if necessary, take order, since customer is on the truck delivery tour for Thursday”. A recurring task with customer reference.
• “Fill in the questionnaire X at the next visit of customer Jane Doe.” A task with customer reference, but without concrete date.
• “Create my expense report for the previous month every 1st of the month.” A recurring task without customer reference.

The task list for creating and completing tasks

In the main menu you will reach the new Task List by clicking “Tasks“.

You create a new task using the buttons “New task” or “New task for customer”, depending on whether the task refers to a customer or not.

Enter the subject of the task, e.g., “Create quote”, then select the desired date and optionally enter a note. Click save. Voilá, the first task has been created.

You can now find the task in the task list under the heading “Open”. The tasks that still have to be completed are sorted there by date. Overdue tasks whose date has already passed are displayed in red at the top.

By clicking the task you can edit, delete or mark the task as completed. You can complete a task even faster by clicking the check mark on the right.

Optionally, you can create a report when completing tasks. This report can also be viewed as “Other report” on the customer detail page, provided that the task had a customer reference.

Completed tasks can be found in the task list, now under the heading “Completed”. After 90 days they will be deleted automatically.

Special Features of Tasks

• Recurring tasks: When creating a task, it can be created as a series of repetitive tasks, e.g. every week on Wednesday. They can be configured and edited in the same way as recurring appointments.
• Tasks that expire automatically: If the field “Completion” of a task is changed from “Required” to “Optional”, this task expires automatically if it has not been completed by the configured date. Instead of being displayed as a red overdue task in the task list, it automatically moves to the category “Expired” and is deleted after 90 days.
  Hint: A task should be set to “optional” if completing it no longer makes sense after the set date; or in the case of recurring tasks if it can wait until the next occurrence of the task. This way, you avoid overdue tasks accumulating unnecessarily.
• Tasks without date: If you set a task to “Without date”, the task is no longer displayed in the list under “Open”, but in its own category “Without date”. The task will never become overdue or expire. It can be completed at any time. For example, if the task has a customer reference, you could interpret it as “to complete at next customer call”.
• Custom fields: Similar to reports and appointments, the input masks of tasks can be extended by up to 100 custom fields to cover your needs. As usual, this customization can be done by you or your administrator in the options under “Custom fields > Tasks”.
• Reports on completed tasks: The decision whether reports on completed tasks can or should be created is similar to the decision over call reports and can be configured in the options under “Reporting > Reports for tasks”.

Tasks on the customer detail page

If there are tasks for a customer that still need to be completed, they are also displayed directly on the customer detail page in the new section “Tasks”. By clicking the task, you can edit, delete or mark them as completed. The “New task” button creates a new task that automatically refers to this customer.

Tasks in the calendar

If tasks are to be completed on a certain day, this is indicated in the calendar by the task symbol for the respective day. To view all tasks of the day, click the day heading. A menu appears with the entry “X Tasks”, X representing the number of tasks. If you click it, the tasks of this day are displayed in a window.

In the calendar, click the day heading, and then select “New Task” to create a task for that day.

Tasks in the schedule

If there are tasks to complete on the day displayed, a yellow row is shown at the top of the schedule. Click it to see the day’s task list.

Technical notes on tasks

• Tasks have no influence on the automatic route planning of portatour®. I.e., tasks are completely separated from call suggestions, appointments, reservations, call blocks, the last call date or the call interval of a customer.

• It is possible to create up to 3,000 tasks per user in portatour® . Recurring tasks will be created one year in advance, just as recurring appointments.

• The import and export of tasks works the same as for appointments or reports via the user interface under Options > Import data or Export data. It is also possible via the API.

• The export of tasks is also available via OData in Excel.

• If you transfer customers between user accounts via the user interface, associated tasks can optionally also be transferred. When importing customers via the API, the new parameter “transferIncludesTasks” must be added for the automatic transfer of tasks.

• For company accounts (2 user accounts or more), you can specify whether tasks may be deleted under Options > Permissions.

• The task management is not available in the offline mode of portatour®.

• The task management is currently not available if you use portatour® Anywhere in connection with Salesforce or Dynamics CRM.

Imagine you as a portatour® user are facing the following challenge:

Your marketing department sends you a list of 50 customers from your territory. Due to an important one-off campaign, you are supposed to visit those customers as soon as possible, regardless of their call interval.

In order to schedule these customers quickly and efficiently, you can use reservations in portatour®. To avoid having to search for these 50 customers and include them in the schedule individually, we have developed a new function: filtering of customers using an external list.

This works under the following conditions: you receive the list in electronic form from your marketing department; the list contains a field that can identify the customers (e. g. the customer number); each value has its own row. To give an example, the following list of customer numbers would be suitable.

23054
23078
24102
24506
etc.

Proceed as follows:

In the main menu, click “Customers”, scroll all the way down, and click “Edit All X“. You are now on the mass editing page for all your customers. Since you do not want to make a reservation for all your customers, but only for a specific group, click the new link “Filter using external list“. The following window appears:

In the input box “Field”, select the customer data that the list of your marketing department contains. Usually, it is either “Customer Number.”, “External ID” or “Name”.

Then, by using the clipboard, select & copy the list; either a column in Excel or the values from an email. Paste it into the “Values” field. Then, click “Filter“.

If suitable customers are found, the selected customers will automatically be reduced to these customers. Take a look at the number of customers; in this case it should be 50. Then click the “Include all in schedule” button and update the schedule.

Voilá. The marketing department will be satisfied.

Technical information:

• If the list refers to customers that are not in your portatour® customer database, these customers will be ignored. This way, is not necessary that your marketing department creates a separate list for each sales representative during a campaign, but can send the entire customer number list to each sales representative (hint: as long as the size of the list is manageable).

• If no matching customer is found for any of the values, you will receive an error message. You may have selected the wrong data field for filtering.

Note: The following article is primarily intended for portatour® administrators of company accounts (2 or more users) who use or wish to use the API for automatic data import/export.

API calls usually transfer large amounts of data (e.g. complete customer lists of users), which causes CPU & database load on our servers and requires storage space for transaction logs. Therefore, API usage is limited to provide a high quality of service to all customers.

With today’s update, the limit has been doubled, i.e. from 25 to 50 API calls per user account within 24 hours.

Additionally, you can increase the API limit to 250 calls while developing your interface connection, because during the development, evaluating and testing is usually done with higher frequency. You can increase the limit on the API documentation page (Options > API) up to 10 times for 24 hours each in portatour® at the push of a button.

Please find some hints for how to adhere to the limits during running operation as follows:

• If you use the API to synchronize data automatically several times a day, simply restrict the synchronization process to the working hours of the employees, e.g. 7 AM to 7 PM. This already allows you to double the synchronization frequency within these 12 hours.
• If necessary, synchronize the respective data entities (users, customers, appointments, tasks, reports) in different frequencies or check which direction is actually required at what time (import vs. export).
• Reduce the frequency of the automatic synchronization. Instead, you could offer your employees the possibility to synchronize manually for themselves if they need the current data status. All portatour® API calls are possible in the context of a single user.

Good news for all those who need more than the previous maximum of 1,000 customers per user: Since last week’s update, the limit of customers that can be stored in portatour® has been increased to 3,000 per user.

However, a few restrictions apply:

For technical reasons, a maximum of 1,000 of the 3,000 customers may continue to have a call interval. To import more than 1,000 customers, it is necessary that your import file already contains a column with the call interval. This should have a value 0 (meaning “None”) for customers that you do not visit regularly. However, you can include these customers in the schedule by making a reservation or an appointment.

Increasing the limit is therefore primarily suitable for managing additional customers that you do not visit regularly but rather only on an as-needed basis. Some applications:

• Small customers that you mainly look after by telephone
• Prospects/leads for which you add a call interval to after converting them to customers
• Customers you only visit as part of campaigns

Tip: For reasons of clarity when using portatour®, e.g. when searching for customers or viewing them on the map, we recommend that, despite the higher limit, you continue to import only those customers that you actually visit or that you want to visit in the near future.

Other restrictions:

• On low-performance devices, displaying thousands of customers on the map can cause noticeable delays in screen output.
• If you have saved more than 1,000 customers in portatour®, schedule calculation can take several seconds longer, as the internal “travel time matrix”, which holds a maximum of 1,000 customers, first has to be updated for the desired customers.
• If you have saved more than 1,000 customers in portatour®, the “Find suitable day” function in the customer detail page, as well as the detection of appointment collisions in the calendar, cannot be used or can only be used to a limited extent for customers without a call interval, since in such cases, they are based on travel time estimates using beelines.
• If you use portatour® in combination with Salesforce or Dynamics CRM, the limit is still 1,000 customers per user for synchronization reasons.