This update is intended for administrators and supervisors.

Previously, you could only display the customers of a single user on the map. As of now this is possible for customers of multiple users at the same time.

Proceed as follows:

• Switch to the workspace of the company or a specific user group.
• In the main menu, click Customers.
• Optional: use the search function to filter customers.
• Click the map icon above the customer list.

To color customers by user, click the cogwheel and change Color to User – Name.

This will provide you a good overview of the territories.

Note: This may take a few seconds to display depending on the number of customers, the performance of your device and your internet bandwidth.

To hide a user’s customers completely, click the eye symbol next to the user in the legend window. Clicking again will display those customers again.

Clicking a customer icon on the map displays the user in question in the information bubble at the bottom. Opening the customer detail view automatically switches to the user’s workspace.

Tip for manual territory splitting: The selection mode in combination with the lasso and mass editing can be used, for example, to transfer the customers of several users to one specific user in the event of overlapping territories. Be careful though, especially if you have configured automated data exchange via the portatour® API.

This update is intended for administrators and supervisors.

Previously, you could only edit the customers of one single user at a time. As of now, it is possible to edit the customers of several users at the same time in a single step.

Important Note: Perform such mass edits only when necessary and very carefully. If the data of many users is affected, large data loss or significant recovery effort may result from erroneous mass edits.

Proceed as follows:

• Switch to the workspace of the company or a specific user group.
• In the main menu, click Customers.
• To filter the customers you wish to edit, use the Extended Search.
• Review the list and ensure that these are the actual customers you wish to edit.
• Click the Edit all X button at the end of the list. The mass editing window opens.

• The number of affected customer records and the number of affected users are displayed. Check this carefully! Proceed only if these numbers are plausible!
• Perform the desired mass edit.
• Depending on the number of customers and users affected, the process may take several seconds. A restore point is created in each of the affected user accounts.

Today we have updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change when updating the schedule next time.

In addition, when displaying maps in portatour®, the loading times might take a little longer since the map details need to be downloaded to your device again.

Today we have updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change when updating the schedule next time.

In addition, when displaying maps in portatour®, the loading times might take a little longer since the map details need to be downloaded to your device again.

In the “Call Reports” section, if there are any appointments, they are displayed for days where no report exists. This is especially useful for days off (vacation, holiday, etc.), as there is no longer any need to create an extra report for such days, provided that there is already an appointment on that day.

Today we have updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change when updating the schedule next time.

In addition, when displaying maps in portatour®, the loading times might take a little longer since the map details need to be downloaded to your device again.

Today we have updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change when updating the schedule next time.

In addition, when displaying maps in portatour®, the loading times might take a little longer since the map details need to be downloaded to your device again.

Today we have updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change when updating the schedule next time.

In addition, when displaying maps in portatour®, the loading times might take a little longer since the map details need to be downloaded to your device again.

We have just updated the map data and traffic flow data on our servers.

Changes in the road network and driving speeds may affect driving times between customers, so we recalculated them for you in portatour®. Some users might notice the change, when updating the schedule for the next time.