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The correct call address and its appropriate geo-location make up the basis for the accurate consideration of a customer in portatour® scheduling.
portatour® manages the call address for each customer, which normally corresponds to one of the addresses of the customer. During customer activation, the right address - depending on the object type of the customer – is picked as call address:
- Accounts: If a delivery address exists, it will be used, otherwise the invoice address
- Leads: The lead address will be taken
- Contacts: If there is a further address, it will be used, else the postal address
- Person-Accounts: If there is a further address, it will be used, else the postal addressThis is important, if the feature 'Person-Accounts' is enabled in your Salesforce Organization.
Please note that for correct geo-coding, the addresses need to be saved in separate address fields and not the whole address in the street field.
Below the map, in the Lookup known address section, all known customer addresses are shown:
Push the button Use this Address in order to set an address as call address and determine its geo-location. The blue flag indicates that the geo-location of the address concerned is already known.
Alternatively, you can overwrite the address yourself and initiate geo-coding manually through define position.
You can identify successful geo-coding on the map through the blue flag and the 'address bubble' visible when the flag was clicked:
If you get warnings or error messages instead, they can be addressed the following way:
Warning 'Address was incomplete'
Check whether street, postcode, city or country is listed, fill in the missing details and click on the button again to geo-code.
Warning 'House number was not found'
The house number entered was not found on the map. A house number nearby will be selected automatically. In most cases, this level of detail is sufficient for the geo-location of the sales-route. Alternatively, you can enter a different house number or position the address of the customer manually on the map (see section Manual positioning on the map).
Warning 'House number was ignored'
The house number entered was not found on the map, because there is no house number accuracy for the entered street. The midpoint of the road is used as position. Alternatively, you can position the address of the customer manually on the map (see section Manual positioning on the map).
Warning 'Citylevel accuracy'
The street entered was not found on the map, because it was either misspelled or there is no street information for the locality entered on the map. The midpoint of the locality is used as position. In larger localities or cities it is recommended to manually correct the address of the customer (see section Manual positioning on the map).
Warning 'Address had to be modified'
The address entered was slightly modified by portatour® to locate it on the map. In most cases, this situation results from different spellings of street or locality. This has no effect on the accuracy of the geo-coding. However, check the suggested address. You can find it on the address bubble on the map.
Error 'Address could not be geocoded'
The address entered is unknown. Please check again or conduct manual positioning on the map (see section Manual positioning on the map).
Manual positioning on the map
If the automatic geo-coding does not deliver the desired result, you can manually geo-code the customer on the map. Simply click on the desired location on the map. portatour® asks you whether you would like to use this point as call location. If you click OK, the selected location appears in the address bubble with the option Use this address. When clicked, portatour® changes the call address according to the selected location. The address of the customer in Salesforce remains untouched.