Business Rules

Customer call reports

Here, you can select whether portatour® should automatically ask you to create a call report when you enter a customer call. You have the option to choose between Don't create automatically, ask every time and Create and open automatically. Please note, that the only calls with call reports are displayed and evaluated in the portatour® report (see section portatour® Report).

Call reports when missed

If you also want to log unsuccessful call attempts in portatour® report (where no contact has been encountered) select the checkbox Ask every time or Create and open automatically.

Call timestamps

Here, during the logging of calls, you can determine whether only the date or also the time of call should be saved. Bear in mind that, without the time of the day, some evaluations in the portatour® report are not possible (see section portatour® Report).

Appointment leeway

In this field, you can determine whether appointments in your Salesforce calendar are scheduled according to the exact schedule (e.g. 0 minutes tolerance), or whether portatour® has a leeway, e.g. there is a tolerance that meetings can start up to (for example) 30 minutes late. For the purpose of route optimization, leeway times allow to schedule more customers and avoid waiting times. To set do this, select a suggested value or enter the duration in minutes as default time for new appointments.

Changing this setting only affects newly created appointments from this point onwards and can additionally be re-adjusted for each newly created appointment – see section Schedule Time. This setting does not impact appointments that have already been created.