Custom Fields – portatour® Help Center

portatour® Anywhere shows data needed for route planning and basic data about customers (like the address), appointments and call reports. More Salesforce fields can be displayed in addition to default portatour® Anywhere fields, which is configured in the Custom Fields section.

The configuration is possible for following portatour® objects in an own tab:

Customer Call Settings of Accounts: Fields of the object Account
Customer Call Settings of Contacts: Fields of the object Contact
Customer Call Settings of Leads: Fields of the object Lead
Appointments: Fields of the object Event
Call Reports: Fields of the object Event

Hint: In the case that Person Accounts are activated in your Organization, it is not possible to add custom fields to Accounts.

Individual fields in portatour® Anywhere are summarized in groups. Create a group by entering a group name into the New Group text box and pushing the Create button. The name of the group will be displayed directly on portatour® Anywhere and should be unique within the object type. Due to generally limited space on mobile devices, select a short description for group names, such as 'Account details'.

Each group shows a subsection with the group name as well as several buttons that refer to the group.

Up moves the group up, Down moves the group down, Remove deletes the group including all fields from the configuration.

Select a Field from the drop-down list of available Fields and click Add Field. The Field will be added to the group:

Some fields can not be added due to the type (e.g. Relationship Fields). These fields are deactivated in the Field drop-down list.

Every added Field can be marked as Writeable or Readonly. Some can not be marked as Writeable. Possible reasons:

Fields that are already read-only in Salesforce, such as Creation Date.
Fields that can not be configured due to their type, such as drop-down menus.

Fields that are supposed to be displayed on the Create-Form for new objects in portatour® Anywhere should be mark as Show on Create-Form.

The Required option forces the entry of a value in the portatour® Anywhere Field.

Individual Fields can be moved within the group with the Up and Down buttons. The Fields will be displayed in portatour® Anywhere in the same order. Remove deletes the Field from the configuration.

Hint: Select the fields carefully. The amount of data, which continuously needs to be synchronized with the portatour® Server Farm, increases with the number of configured fields. This slows down the speed of schedule calculation as well as portatour® Anywhere. Therefore, it is recommended to configure no more than a total of 10 fields throughout all object types. A maximum count of 25 fields is allowed.

Hint: Do not select any Fields where the meaning overlaps with already existing Fields in portatour® objects: e.g. Subject for Appointments.

Hint: the optional Fields that are set here will be adapted according to the individual portatour® user rights. Editing a Field in portatour® Anywhere will not be possible in case the user does not have the permission to edit a Field in Salesforce. Nor will the Field be displayed on portatour® Anywhere in case the user does not have the permission to read a Field.

Synchronization with portatour® Anywhere