portatour® includes all customers with the call scheduling parameter Automatically in automatic sales-route planning. Customers with the setting Manually need a manual reservation or an appointment to be included in the schedule. To help you remember these customers, portatour® automatically reminds you to arrange an appointment when they are due or overdue according to the call interval, all within the business hours of the respective customers.
The navigation menu is shown in red whenever reminders exist, and you can see the amount of calls to be scheduled in the navigation menu.
By clicking the menu item 5 appointments to arrange the detailed view of these reminders is displayed:
By clicking a row, the detail page of the respective customer is opened, where you can create a reservation to include the customer in the schedule or enter an appointment. Once you have done that, the reminder for this customer will automatically disappear.
If, due to certain circumstances, you do not want to call a customer despite being due according to call interval, you can temporarily disable reminders. You can select the earliest point in time when you would like to be reminded again by going to the drop-down menu next to the customer. You have the choice between in 15 min., in 1 hour, tomorrow, in 1 week, in 1 month. The settings will be saved automatically as soon as you leave this page.