Clicking on the customer name (e.g. in schedule or in the customer list) opens the customer detail page of the respective customer. Here you will find all relevant information and details.
Edit the respective sections by clicking the pen icon .
At the beginning of the customer detail page the name of the customer is presented together with the address and the symbol.
You will find the following functions here:
- By clicking the edit icon you have the choice to edit the Address or the Symbol. See Edit customer address to edit the address and manually geocode it if necessary or Edit symbol to assign or edit a symbol to this customer.
- Clicking the icons relevant to planning on the right opens their description (see Icons in customer lists)
- A click on Map shows the customer on the map (see Show customer on map).
- By clicking Navigation the GPS navigation program on your smartphone will be launched, automatically using the customer's address or geoposition as target destination. Select your preferred navigation program under Program settings.
- Surrounding customers opens a list of the 20 closest customers surrounding this customer (see Surrounding customers).
Additional customer fields
Optional data fields for the customer are displayed in the Information section. The actual fields may differ from the following example. For clarity, only filled fields are displayed:
A click on a phone number is enough to establish a telephone connection without any further input. A click on an email address creates a new email, a click on a website opens the browser. For details on editing see Edit additional information.
This section informs you if a customer has been added to My Places or not. By clicking the Edit symbol you add the customer to My places or mark them as accommodation (see My Places and Preferred accommodation.)
In this section you find the date and time of the last customer call. The current call urgency will be displayed through exclamation points:
Click on Called now to log a call. Through this, the current date and time will be set as last call date. Additionally, a check-mark shown next to the customer in the schedule indicates that you already called this customer.
If you want to enter or correct the date of the last call at a later point in time, click the edit icon (see Edit last call).
If a customer has been missed, let portatour® know by clicking the Missed now button. Thus you make sure that portatour® does not reschedule the customer for the same day. By updating the schedule now, portatour® can schedule additional calls to invest the time well.
The date of the last missed call will be displayed on the customer detail page until a successful call will replace it.
For new customers – i.e. customers where no last call date has been entered yet – you will find the additional note Activated on as well as the information what percentage of the call interval has passed since then:
For the details on the activation date see Edit activation date.
In this section you see when the customer should be visited again, as well as a brief reminder (Call note) about important tasks that you want to consider during the next call (see Edit next call).
In case a call for this customer has already been suggested in the schedule, this section shows the scheduled date and time:
By clicking Convert to appointment the suggested call is converted into a fixed appointment. Thus you prevent the appointment from being rescheduled during later schedule updates (see also Edit schedule).
For further details see Edit next call.
This section tells you about upcoming appointments with this customer.
Each appointment is listed with weekday, date, start time and duration. The start time can also be a period of time if the appointment has a leeway or a time frame. Clicking on an appointment opens its detail page, where you can subsequently edit the appointment (see Edit appointment).
Create a new appointment for this customer by selecting New appointment. Please refer to Create appointments for more information.
Click Find suitable day to reach the calendar view with the scheduled calls and appointments (see Find suitable day).
In the Tasks section, open tasks for the respective customer are displayed. Clicking the checkmark on the right marks the task as done. Click on the task to edit it, delete it or mark it as done as well.
By clicking on New task you create a task for this customer. Details can also be found at Tasks.
The Last report section contains call reports and manually created log entries of the past. On the customer detail page, the Last Report is displayed with date, subject, duration and note:
Click the pen icon to edit the report (see Log customer calls and other activities). If you have created more than one report, click Show all... to view all reports of this customer (see Show and edit all reports of a customer).
In Scheduling parameters you define how a customer should be considered for route planning. For details, see Edit scheduling parameters.
Adapt the Business hours of your customers so that you are never faced with a closed door when visiting a customer. For details, see Business hours.