Online Help for portatour®
What is portatour® Anywhere?
First use
- Need help getting started with portatour®?
- Simplified customer import
- portatour® in 4 buttons - My daily routine
- Start with demo data
- Remove demo data
- User login in portatour®
Information for Dynamics 365 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
See all articlesSchedule
- Calculate schedule
- Show schedule as list
- Update schedule
- Map of schedule
- Edit schedule
- Update schedule with current traffic
Scheduling 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
- Warnings for appointments
- Find suitable day
- Edit calendar entries
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
Territory optimization
- Perform territory optimization on a regular basis
- Analyze initial situation
- Customize settings for territory optimization
- The meaning of idle time in territory optimization
- Use custom key figures for territory optimization
- Determine the number and home locations of new employees
Features for administrators and supervisors
- Workspaces
- Organization options in portatour® Anywhere
- Organization-wide settings and their effects
- Show user list
- User detail page in portatour® Anywhere
- User detail page
Demo videos
Training videos
- Hitting the road with portatour®
- My first route in 5 minutes – tutorial video
- What to do if a sales rep leaves the company?
- OData for portatour® tutorial
- Logging in
- Workbench description