On the customer detail page, click the pen icon in the Name/Address/Symbol section and select Symbol to assign significant symbols to your customers. This allows you to better identify your customers on the map or in lists as well as recognize individual customers' e.g. sectors or turnover levels at one glance.
Click Show symbol table... to see the available selection of symbols. The text field allows you to enter one symbol. Alternatively, it is also possible to enter 1-2 keyboard characters.
Select the desired symbol and click Save.
Hint: Use the selection mode and the editing option below the customer list to assign the same symbol to several customers (see also
Selection mode and mass editing).
For consistency reasons the customer symbol is not only shown on the map but everywhere in the program where the customer name appears, e.g. in the schedule, in the customer list or in the portatour® report.
Hint: portatour® uses the Unicode character standard to display and save symbols. Unicode is also used for the smileys commonly used in the internet. The display of the symbols may vary depending on the device, operating system, installed fonts and browser. In case you cannot see any symbols correctly in your symbol list, install the free of charge Symbola font on your computer.