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
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.