Online Help for portatour® Anywhere
What is portatour® Anywhere?
First use
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
See all 12 articlesSchedule
See all 11 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
General Videos
Training videos
- Logging in
- Workbench Description
- Options - My Settings
- My First Route
- Working Through a Scheduled Route
- Appointments - Basic