FAQ for users

Scheduling

• Can I deactivate highways during route planning?
• How do I set portatour® to schedule a maximum of X visits per day?
• Does portatour® take ferries into account? How can I schedule them?
• How can I schedule flights?
• How can I set a shorter call interval than 7 days for a customer?
• Why has my working time been extended or my work break been cancelled?

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Call reports

• A warning message appears that the maximum number of call reports is 10,000 and
• Can the limit of a maximum of 10,000 call reports per user be increased?
• How do I upload photos or other files to call reports?

Prioritization

• Why is a customer with 30 day interval already scheduled after 25 or only after 35 days?

Customer management

• Can I use my own graphics - e.g. company logos - as customer symbols?

Appointments

• Why does a question mark appear in the calendar for an appointment with a manual address?

Navigation

• Why is there a different address in the navigation app?
• Why am I being navigated to a different geolocation by the navigation app?

Territory optimization

• How can I group our customers according to the first two digits of the zip code?
• Where can I see whether territory optimization increases the number of customer calls that can be made?
• How do I specify how many customers should be handed off or taken over?
• How do I find out how much time my customers require per year?
• How do I store important key figures for our company in territory optimization?
• How do I take into account a grouping of customers?

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Features for administrators and supervisors

• We are planning to use a CRM/ERP system in the future, which one can you recommend?
• What do I have to do if a field rep leaves the company? How do I replace a user with a new employee?

Login / user name / password

• What is the web address to log in to portatour®?
• How do I log into portatour® if I have forgotten username or password?

Data: Import / Export / Transfer

• Why was my import process canceled?
• I want to import customers and leads. Customers have a unique customer number, leads do not. How should I proceed?
• How can I upload lat/lon GPS positions instead of addresses?
• Do you have an Excel template that I can use to import my customers?

Data protection and information security

• Can I be monitored by portatour® through the GPS function on my mobile phone?
• Do I lose portatour® data in case of loss or damage of my mobile phone?

Calendar synchronization

• Why do the appointments in Outlook not update even though I use the iCal link from portatour®?
• How can I synchronize my calendar in portatour® with Outlook? What is the name of the add-in for Outlook?

Use on mobile devices

• What hardware do you recommend for the field sales force?
• Why does the loading of pages take so long?
• Why do I see the message 'Loading...' without anything happening?

External files with WebDAV

• How do I solve the error message “HTTP status: 403 Forbidden” when I want to upload files via WebDAV?
• Why are there files on my WebDAV server that are not visible in portatour®?
• Which login details do I need to configure external files using WebDAV?
• Which WebDAV servers work with portatour®?

Program settings

• How can I set the correct time in portatour®?

License and support

• How can I delete my trial account?
• Whom do I contact if I have further questions?