In the top right corner of the map you open the option menu by clicking the blue cogwheel icon:
In the first section, select whether and how you want the schedule to be displayed on the map. This drop-down menu is only displayed when a schedule is available.
For customers who are scheduled on the currently selected day, the marker displays the call time instead of the call date.
When a schedule is displayed, the map displays the routes of the selected day, either in driving routes or as beelines, which are visualized as blue lines.
More information on the schedule map view can be found at Map of schedule.
Under Customers, select whether and which customers are to be displayed on the map.
With only due you limit the display to those customers who are due or overdue according to their call interval (e.g. yellow and red markers).
In the next section you select the color criterion for your customers on the map view.
The default color setting is call urgency (red = overdue, yellow = due now, green = not due, grey = no call interval). In addition, both the standard portatour® fields (e.g. call interval, call duration, etc.) and individually created custom fields (e.g. sales current year, sales last year) are available for selection (see Custom fields overview).
portatour® automatically groups and colors your customers according to the selected criterion. In the bottom right corner of the map you find the legend symbol. Click it to see the color code.
To focus on customers of a given color, simply hide the colors you do not want by clicking the eye icon. Upon clicking, the icon toggles between gray and blue. To hide or show all customers, use the eye icon in the all line.
You can still see the call urgency: the lower tip of the customer marker on the map still shows the urgency of a call by means of the colors red/yellow/green.
The option Traffic allows you to display current road closures and probabilities of congestion that portatour® uses for the schedule calculation. For details see Display road closures and probability of congestion.
Enable printing mode
By clicking Enable printing mode the display of the map is adapted to an A4 sheet. Use the print function of your browser to print the customer map.
Enable selection mode
Click Enable selection mode to select customers on the map for mass editing.
You now have three options to select customers:
- Individual selection: Simply click the desired customers, one after another. You will recognize selected customers by the customer marker’s blue border.
- Selection with lasso: To enable the lasso mode, in the upper-right corner, click the lasso symbol. Next, circle the desired customers by clicking and holding the mouse button. To complete selection, release the mouse button. If you want to select customers of another region with the lasso, once again, in the upper-right corner, click the lasso symbol . The lasso also works on touchscreens with fingers and/or pens.
- Selection with polygon: Click the lasso symbol. This time, click the required corner points of the desired region one after another. A polygon is thus composed. To end the selection, double-click the polygon’s end point or just click the polygon’s starting point.
The total number of selected customers is shown in the button Edit X selected customers. Click this button to edit all selected customers in one go (see Selection mode and mass editing).
If you selected a customer by mistake, remove the selection by clicking the customer in question. If you want to remove the selection of all customers in one go, exit the selection mode by clicking the X-symbol in the upper-right corner.