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 links:

• Improvements for export and import
• Territory optimization: Display areas, area names and key figures on map
• Territory optimization: New export options
• Territory optimization: Maximum workload adjustable per territory
• Territory optimization: Display idle times in detail

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

This news concerns administrators from company accounts with at least two users.

User export contains all fields

Previously, the user export was limited to the most important user fields. Since this update, the export contains all user fields that can be imported, e.g. also home location and working hours. This applies regardless of whether the export is carried out via the user interface or via API.

No user limit when importing data

If you have previously imported organization-wide data – e.g. customer import, then a maximum of 100 users could be affected by this process. This limit has been removed. However, the limits for file size (30MB) and number of data records (100,000) of the imported file still apply.

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

The display of the territory surfaces is available in each map of the territory optimization.

Click on the cogwheel at the top right and switch to “Display: Customers + areas” or “Display: Areas”.

portatour® uses zip code boundaries when coloring areas. If there are several customers of several users in one zip code, it is assigned to the user that has the most customers there.

Depending on the space available, the area name is displayed complete or abbreviated.

Selectable key figures can be displayed below the area name. The number of customers in the area is displayed by default. To display other key figures, proceed as follows:

1. Click on any territory to select it.
2. Click again on the territory or on the home location to open the corresponding information bubble.
3. Click on the eye symbol next to the desired key figure to show or hide it again on the map.

Up to three key figures can be displayed simultaneously.

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

For many tables in territory optimization, you now have the option of exporting them as an Excel file. To do this, click on the link “Export table / customer data / postal code-user assignment…” below the tables. The following window opens:

Select which data you would like to export:

• Table: The data displayed in the table is exported with all columns as an Excel file. Use this option if you want to carry out further analyses with the key figures or if you want to save the key figures for documentation purposes.
• Customer data: All customer data is exported as it is currently valid in the current step of territory optimization. You will also find the columns “Reachable by (source/target) user”. Use these columns to identify geographically distant customers.
• Postal code-user assignment: Based on the territory areas of the map, the zip codes are exported with the assignment to the users. Each relevant zip code occurs once. If there are customers for more than one user for a zip code, the postal code is assigned to the user that has the most customers there. Use this export, for example, to assign new customers to the correct user in your CRM system based on the zip code.

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

If you do not want to load the territories evenly during the optimization, but deliberately differently, proceed as follows:

1. Go to “Optimization settings > Per territory”.
2. In the “Workload” column, click on the pen symbol next to the desired territory.
3. Switch from “Unrestricted” to “Up to …” and enter the percentage value.
4. Click “Start optimization”.

Use this option, for example, if you want to explicitly exclude an overload in some territories or plan free space for new customers who join later.

Notes:

• At “Optimization result > Overview”, the “Standard deviation of the workload” can increase in comparison to the initial situation.
• Do not use this option to map reduced working hours of a user. Instead, enter the new working hours of the affected user under “Manual adjustments > User modifications”.

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

Idle times can have different reasons. To see a detailed breakdown, proceed as follows:

1. Open a page with a table view at territory optimization.
2. Click on “Key figures considering driving times” in the header. All columns are displayed.
3. Click on the value in the “Idle time” column at the desired territory.
4. A window with detailed information will open.

This news concerns administrators and supervisors of company accounts with more than 50 users.

If you previously opened the workspace of your organization or user group, the full range of functions with customer list and report list was only available if the workspace contained a maximum of 50 users. This limit could now be increased to 250 users through performance optimization for large amounts of data.

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

• Single sign-on (SSO) with Microsoft: Setup
• Single sign-on (SSO) with Microsoft: Login
• Extension of the user management
• Extension of the display of custom fields
• Report list receives „New other report“ button
• Territory optimization: Search for suitable home locations for a territory
• Territory optimization: Extended overnight stay and driving speed settings
• Territory optimization: Further improvements

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

If you want to create a report that does not have a customer reference, you can use the new “New other report” button on the “Reports” page.

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

If you are responsible for the field sales force, you may be familiar with the situation when you are looking for a new field rep for an unserviced sales territory: you consider in which cities or regions you would like to search for candidates and what impact different home locations have on the expected driving time in a territory.

The new “Home location suitability” function at portatour® provides an answer to precisely this question. And this is how you proceed:

1. Start a territory optimization.
2. Go to “Initial situation> Settings”.
3. In the “Other” section, change the “Home location suitability” from “Do not calculate” to “Calculate”.
4. Click on “Update now” in the yellow message to recalculate the initial situation.
5. Go to “Initial situation > Map”.
6. Use the options cogwheel at the top right to switch to “Display: Home location suitability”.
7. Select the desired territory in the selection box below.

You will now see the customers of the selected territory colored according to a green-yellow-red scale. Green locations (5 stars) are very suitable as home location for the area, red locations (0 stars) are rather unsuitable.

By clicking on the respective location, you will receive further detailed information on the field rep if they would be responsible for the territory from this home location. This detailed information is also included in the automatic evaluation of the home location suitability.

Note: Calculating the home location suitability significantly slows down the calculations of the initial situation. Switch it off again in the settings of the initial situation when you no longer need this function.