Under Options > Reporting, enter both the settings for the call reports and for the portatour® Report (see also Log customer calls and other activities and portatour® Report):
Enter reports
Call reports
In the selection box Call reports, select if portatour® should prompt you to create a call report when documenting a call at a customer (click Called now). You can select between Don't create automatically, Ask every time, Open automatically and Create automatically. Please note that calls are only shown and evaluated in the portatour® Report if they have previously been documented in a call report.
When missed
If you also want to log unsuccessful call attempts via a call report and have them included in the portatour® Report (i.e. where no contact person was actually met), under When missed select the option Ask every time, Open automatically or Create automatically.
Call times
In the Call times drop-down menu, you determine whether reports should only include the dates of calls or the times as well. Please note that some statistics cannot be shown in the portatour® Report if the call times are not saved.
Geotags
By default, geotagging is deactivated. To use the function, in the Geotags selection box, switch the setting from Disabled to Add optionally or Add automatically. See also Optional geotagging for call reports.
Call interval
Change Call interval to Customizable in the call report if you often want to change the call interval directly after your visit. When entering a new call report you then have the option to edit the customer's call interval directly in the report under Next call.
The changed call interval is permanently stored in the customer's scheduling parameters - the change in the call report is therefore equivalent to the modification of the customer's scheduling parameters (see Edit scheduling parameters).
Please note:
- For company accounts, this function may be restricted by the administrator. This is the case when users do not have the permission to change customers' scheduling parameters or do not have the permission to change reporting settings.
- The call interval can be changed only in reports that update the customer's last call date when they are created - i.e. 'Call' and 'By phone instead of in person' (see also Log customer calls and other activities).
Reports for tasks
Under Reports for tasks, determine whether you also want to create reports for tasks. Just like with call reports, you have the options Don't create automatically, Ask every time, Open automatically and Create automatically.
portatour® Reports
Call times
In the Call times drop-down menu you determine whether you want to show only the dates or also the times of your calls in the portatour® Report.
Schedule
In the Schedule drop-down menu you define whether the portatour® Report shall Show or Hide the schedule.
Geotags
If you have Geotags enabled, specify here whether the portatour® Report should Show or Hide them.
Daily / weekly email to
The portatour® Report can be sent out automatically on a daily or weekly basis. Enter the respective email addresses (one per line) in the Daily email to and Weekly (Sunday) email to boxes.