Here is where you manage how you want to proceed with call reports. Uncheck the Standard checkbox to enter your company-wide settings.
Under Call reports, select whether portatour® should automatically prompt the users to enter a call report when logging a customer call. You can choose between Ask every time, Open automatically, Create automatically or Don't create automatically. Note that in the portatour® Report only those calls are represented and evaluated for which there is a call report (see Description of the content).
If you would like to create call reports also for missed calls where no contact was met, and include them in the portatour® Report, under When missed select the setting Ask every time, Open automatically or Create automatically.
When logging calls, you can specify in Call times whether just the date or also the time of the call should be saved. Note that without a time, some of the statistics in the portatour® Report are not possible.
Under Geotags, specify if the user's current position should also be logged when creating a call report. By default, geotagging is deactivated. Select Add automatically to automatically determine the user's location and to add it as geotag to the report. If you choose Add optionally, the user has to click Add in order to append the geotag to the call report. A call report can only be geotagged at the time of report creation. It is not possible to subsequently add, change or delete a geotag in a call report.