Online Help for portatour® Anywhere
What is portatour® Anywhere?
First use
- Need help getting started with portatour®?
- portatour® in 4 buttons
- Start with demo data
- Remove demo data
- User login in portatour®
- Forgot password or user name
Information for Dynamics CRM users
Information for Salesforce users
- Activate portatour® Anywhere in Salesforce
- Access Link
- Deactivate
- Synchronisation with Salesforce
- Transferring from Salesforce to portatour® Anywhere
- Transferring from portatour® Anywhere to Salesforce
Use on mobile devices
Menu structure
Import customers
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See all 12 articlesScheduling Warnings and Solutions
Customers
- Customer list
- Quick search of customers
- Extended customer search
- Saved searches
- Alphabetical index
- Selection mode and mass editing
Customer map
Customer detail page
- Customer details
- Edit customer address
- Edit symbol
- Show customer on map
- Surrounding customers
- Map of surrounding customers
Appointments
- Calendar
- Appointment list
- Create appointments
- Find suitable day
- Edit calendar entries
- Appointment detail page
Tasks
Reports
My Places
Geocoding
Options
- Show options
- Working hours
- Work break settings
- Overnight stay on the way
- Home location
- Driving speed
Custom Fields
Reminders
portatour® Report
Features for administrators and supervisors
- Show user list
- Create a new user
- Change data of a user
- Deactivate and activate users
- Delete users
- Manage permissions
General Videos
Training videos
- Hitting the road with portatour®
- Logging in
- Workbench Description
- Options - My Settings
- My First Route
- Working Through a Scheduled Route