Manually moving a customer in the schedule is not possible. If you want to call a customer on a specific date or within a specific time frame on a certain day, create an appointment for this customer (see section Create appointment) and update the schedule.
Scheduling
- How do I set portatour® to schedule a maximum of X visits per day?
- Does portatour® take ferries into account? How can I schedule them?
- How can I schedule flights?
- How can I set a shorter call interval than 7 days for a customer?
- Why has my working time been extended or my work break been cancelled?
- Why are my working hours not used to the full extent at the end of the day?
- Why does the schedule not begin now but in a few minutes, although I have set the start time to 'Now'?
- Why is a call scheduled outside the customer's business hours?
- Why does the travel time in the schedule not always correspond to reality?
- Why do I get different schedules if I click the update button twice in a row, without changing anything?