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In the section Call Settings > Scheduling Parameters, you specify the values that apply to the majority of your organization's customers. Uncheck the Standard checkbox to enter your company-wide settings.
Call interval or initial call within
With the help of the call interval, you can specify the call frequency for customers. A customer with a 30-day interval is scheduled by portatour® on average once a month, as long as it is set to default scheduling.
If you select the setting Specified, you can select a field which is used for specifying the call interval (in number of days). Usually you will select a custom property field here. The data for this field can come from different sources:
- Manual entry: The field is displayed in the form of the entity. Values are entered manually by users.
- Export - Excel - Import: All the records are exported and opened with Excel. There you implement the calculation of the call interval. Afterwards the records are imported back into Dynamics CRM.
- Workflow: The values of the fields are calculated from other fields by means of Dynamics CRM Workflow. You can find an example of this under Configuration of a calculated visit interval.
- Plug-In: The values of the fields are calculated from other fields via Dynamics CRM Plug-In.
Ensure that the field for the calculated call interval is either empty or contains 0 (meaning 'do not visit customer regularly'), or that the value lies in the permitted range of between 7 and 730 days (incl.). Otherwise, the synchronisation with portatour® will result in an error and will subsequently be aborted.
On the other hand, if you select a fixed value, a fixed interval that you have specified is applied as the default for your customers. Values between 7 and 730 days are allowed (i.e. between once a week and once every two years).
If customers of your organization are not to be visited regularly, set the call interval to none.
Follow-up calls due after
It can happen that portatour®, in the interest of route optimization, suggests a call to a customer even though the specified call interval has not yet been reached. Therefore, in the field Follow-up calls due after, enter the minimum amount of time to have elapsed within the call interval before a customer can be suggested for a call. For example, 70% means that a customer with a call interval of 30 days can be included in the portatour® schedule at earliest 21 days after the last call. Select a percentage between 0% and 100%. A value between 50% and 90% is recommended. Default is 70%.
When Default is ticked, portatour® customers are automatically taken into account in the scheduling, according to the call urgency. To determine the urgency, portatour® calculates the timeframe between the last call the the current date and compares this with the specified call interval.
Here, you can enter the average duration of a customer call in minutes. The value must be between 1 and 480 minutes. Do not only take into account the duration of the call itself but also time for finding a parking lot, preparing the call, walking distances from the car to the customer, possible registration and check-out formalities and waiting times.
Adherence to business hours
Here is where you define how portatour® should handle your customers' business hours.
The selection Start of call ensures that the beginning of the customer call is scheduled within the customer's business hours. However, the call itself can last beyond the business hours.
With the selection Entire call portatour® ensures that the entire call is scheduled within the customer's business hours. Please note that this setting generally reduces the time available for customer calls and thus reduces the number of scheduled calls. Especially lunch breaks of customers have a very limiting effect.
Late arrival tolerance for appointments
In this field you can specify whether appointments should be adhered to exactly according to the schedule (i.e. 0 minutes tolerance), or whether you grant portatour® an appointment leeway, e.g. 30 minutes late arrival tolerance, in the interests of flexibility and route optimization.
Changes to this setting only apply to new appointments created from then onwards. This setting does not effect appointments that have already been created.This setting does not effect appointments that have already been created.