Edit last call

By clicking Called now in the schedule, in the calendar or on the customer detail page or Took place now at an appointment, the date of the last customer call is updated at the respective customer and thus subsequently the call interval is reset (see also Log customer calls and other activities). Missed signals portatour® that the customer call was unsuccessful and the customer should be scheduled again in the following days. Both values can be changed at a later time.

Edit date of the last call

1. Open the customer detail page of the relevant customer.
2. In section Last call, click the pen icon .
3. Click on Edit. An input form opens:
   
4. Select the date of the last call. If the desired date is not shown in the selection box, open the calendar view by clicking the calendar icon . Then select the desired month with « and » and click the day.
5. Adjust the time. To enter an exact value, click the keyboard icon .
6. Click Save to apply the changes, or Cancel to discard your entries and keep the original data.
7. Clicking Delete removes the date of the last customer call. The activation date will be displayed again.

Change last missed call

1. Open the customer detail page of the relevant customer.
2. In section Last call, click the pen icon .
3. Select Change last missed date. An input form opens:
   
4. Change the date. If the desired date is not shown in the selection box, open the calendar view by clicking the calendar icon . Then select the desired month with « and » and click the day.
5. Adjust the time. To enter an exact value, click the keyboard icon .
6. Click Save to apply the changes, or Cancel to discard your entries and keep the original data.
7. Clicking on Delete removes the date of the last unsuccessful customer call.