Organization settings overview

Organization settings determine the basics upon which portatour® creates schedules. According to the practice of your sales organization, parameters such as working hours, work breaks, customer opening hours or call intervals are specified here.

The configuration of most portatour® parameters is hierarchical. Higher level settings are automatically forwarded to lower levels (User, Customer) as 'default' values, however, they can be overwritten manually.

Your Organization settings set the highest level. These are first initialized with portatour® factory settings. As an administrator, you customize the organization settings according to your business requirements.

The Organization Settings apply as default values for all users. Users can set other values in their User Settings to overwrite the Organization Setting, when required. The combination of Organization Settings and Custom User Settings provide the default values for all customers who are assigned to a user.

Individual Call Settings of each customer (account / contact / lead) are set at the lowest level. There, settings can also be changed individually.

The hierarchical configuration reflects the individual customer circumstances (opening hours, priority), the working methods of the individual user (home location, working hours) and sales strategy parameters (call intervals...). If you modify organization-wide account settings over the course of time, portatour® users should be informed of this, as it directly affects their route planning.

In the portatour® Route Planning App, go to Administration > Overview and select Organization Settings.

The organization settings are initialized using the portatour® factory settings. Deactivate the Default check box to overwrite the settings. Customize all the values for your organization according to what applies to the majority of your portatour® users.

If you reactivate the Default check box, then the values revert to the portatour® factory settings.