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

• Extensions to the map
• Scheduling enhancements
• Reporting enhancements
• Interface: Data analysis using OData Version 4
• Territory optimization: Qualifications for territory assignment
• Dynamics CRM Integration: Improvements

We wish you lots of fun and success with the new functions and look forward to your feedback at feedback@portatour.com.

Save individual map options as default

Previously, your changes in the map options were reset when you reopened the map. From now on, you can define yourself which options are permanently set as the default.

Proceed as follows to save the standard for a map:

1. Set the desired options.
2. Click on the arrow downwards next to “Reset options“.

3. Select “Save current options“.
   

The standard is saved separately for the customer map, schedule map and the map in the territory optimization. The selection of the key figures to be displayed in the territory areas selection is also saved in the territory optimization.

As an administrator, you can also use “Save as organization default” to set the current options as the default for users who have not saved their own default.

Territory optimization : Map with additional coloring options

This news concerns administrators and supervisors of company accounts with activated territory optimization or territory analysis.

From now on, all coloring options from the customer map are available on every map in the territory optimization – including coloring according to custom fields.

Warnings for appointments when customers are not available

Have you ever entered an appointment and then realized that the customer was closed at that time? portatour® will now inform you of possible limited availability directly when creating and editing appointments.

Limited availability results from:

• business hours
• call blocks
• vacation
• scheduling restrictions

Increase in the amount of preferred accommodations to 50

Overnight stays can significantly increase the efficiency of your routes. So that you can store even more of your desired hotels, portatour® is doubling the maximum amount of preferred accommodations from 25 to 50.

Corrected calculation of week numbers for some countries

portatour® now calculates the week numbers correctly for those countries that do not use the ISO standard by default. For the following language and region settings, the calculation variant “First day of the week”, which is common in these countries, now applies:

• English (Australia)
• English (Canada)
• English (New Zealand)
• English (South Africa)
• English (United States)
• Español (Argentina)
• Español (Chile)
• Español (Colombia)
• Español (Estados Unidos)
• Español (México)
• Français (Canada)
• Português (Brasil)

This news affects administrators of company accounts with at least two users.

The analysis of call data and master data is a central component of effective corporate management. portatour® now provides an OData interface in version 4 for this purpose. The interface enables the direct connection of portatour® to BI tools such as Microsoft Excel®, Microsoft Power BI®, Qlik® or Tableau™.

You will find the instructions as follows:

1. Open the “Options” in the Workspace Organization.
2. Click on “OData for data analysis“.

Soon, the “Update schedule” button will get a new look. The previous icon with the “Reload” arrow will be replaced by a modern design. This highlights the sophistication of the route planning algorithm and shows that this is not just a simple “Reload.”

The new design can also be found in the menu bar.

The algorithm itself remains unchanged.

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

• Appointments flexible in the week and better prioritization
• Improvements to the map
• Geocoding warnings include possible deviation

We wish you lots of fun and success with the new functions and look forward to hearing from you at feedback@portatour.com.

More zoom levels

The map now offers additional zoom levels. This makes optimum use of the available screen space during the initial display. In addition, the new zoom levels are also available when zooming via touchscreen or with the mouse wheel.

Display of upcoming customer appointments

Previously, only those customer symbols for which an appointment had already been scheduled in the schedule were marked with a “A”. From now on, appointments that are further in the future and not yet scheduled will also be taken into account.

You can also see the upcoming appointments in the information bubble of a customer.

Additional information on organization-wide map

This news concerns administrators and supervisors of company accounts with at least two users.

The next call according to schedule as well as upcoming customer appointments are now also shown on group-wide and organization-wide maps.

Have you ever had a geocoding warning but no idea what impact it could have on your schedule? Now you can get more details: Geocoding warnings now include the possible geographical deviation.

This potential deviation is now also determined during automatic geocoding as part of an import and displayed on the geocoding page.

1. Open the main menu and select geocoding
2. If you do not yet see a deviation in the geocoding warnings, click the button Geocode problematic addresses again

The warning list is sorted according to the possible deviation. Work through the list from top to bottom.