In Saved searches you have the option to run preset portatour® queries on the one hand. On the other hand, you also have the option to save and run your own frequently recurring searches.
Click the Saved button in the search bar. All preloaded saved searches are listed. At the bottom, there is a submenu Save Search... that allows you to save your own searches. If a saved search is currently active, this will be easily recognizable by the yellow color of the respective button. To narrow down the result even further, perform an additional quick search by clicking in the search field next to the magnifying glass symbol. Click the X symbol to the right to end the search and to display the entire customer list.
First, to the predefined saved searches.
Customers by last call
Select the saved search Customers by last call from the customer menu to view your customers ranked by the date of the last call in descending order.
Customers are grouped by workdays or calendar weeks – depending on how long ago the last customer call took place. Through Show all at the bottom of the page, you get to see customers whose calls were even longer ago. Bear in mind that this list is not a call protocol because each customer appears only once on the list according to the last call date.
portatour® calculates call urgency for each customer based on call interval and date of the last call. The result is divided into three categories:
- Not due: When the last call took place within the call interval and the urgency percentage set in the options has not been exceeded yet (see Scheduling parameters of customers.
- Due now: Whenever the last call took place roughly as long ago as the call interval is, i.e. the urgency percentage has already been exceeded.
- Overdue: When the call interval has already been exceeded significantly.
Select the saved search Due Customers. The listing is sorted by call urgency (overdue first) and customer name:
The call urgency of a customer can be identified by the exclamation points displayed throughout all customer lists. '!' means 'due now', '!!' means 'overdue'. portatour® prioritizes customers in the schedule according to their urgency.
Only new customers
portatour® classifies customers without a set call date as new customers. You receive a list of all new customers by clicking on the saved search New customers. The list is sorted alphabetically:
portatour® highlights new customers in the customer lists with a '🞲'.
Manually planned customers
By running the saved search Manually Planned Customers you will get a list of all customers not automatically included in the call schedule by portatour®. The customers are sorted alphabetically:
A customer is to be scheduled manually if the planning mode has been switched from automatic scheduling to manual scheduling, or if no business hours are set for the customer. portatour® highlights customers to be scheduled manually with an 'm' in the customer lists. 'm!!' means that the customer is already overdue but you have to schedule the call yourself. Create an appointment with overdue customers (see Create appointments) or include the customer in the schedule by using a reservation (see Reservations).
Saved searches are useful for customer categorization, e.g. by ZIP code, region, industry, importance. We recommend to save frequently repeated searches in Saved Searches.
First, run an Extended Search that meets your requirements. Then, click Saved in the search bar. A list of already existing searches will be displayed.
Now, click Save search... and enter a name for the saved search. Then click Save. This search will be added to already existing searches.
To run a saved search at a later point, click Saved in the search bar. Select the search to be run from the list of your saved searches.
To delete a saved search, go to the list of saved searches and click the recycle bin icon to the right of the search that is to be deleted.
If you want to change a saved search, load the search first. Remember the name of this search (e.g. 'San Jose sorted by urgency'). First, make the desired changes in Extended Search, then go to Saved, Save search.... Enter the name of the search that is to be updated (e.g. 'San Jose sorted by urgency') and click Save.