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In the scheduling settings section, you can define whether and how the customer should be taken into account by portatour® for sales-route scheduling, if you do not provide differing parameters through Next Call or New Call Appointment.
Essentially, portatour® uses the parameters you have set as default (see section Scheduling parameters). Here, you can now set different settings.
Last call, last missed call
Usually, the date of the last call and the last missed call of the customer are set by the buttons Called Now and Missed Now, see section Last Call above. If necessary, you can manually enter other values here.
Automatic / Manual scheduling
Customers with automatic scheduling are automatically taken into account by portatour® according to call urgency. portatour® determines the period between last call and the current date and compares it to the call interval provided.
Customers with manual scheduling are only considered in the schedule, if appointments with customers have been entered into your calendar (see section Create Appointment) or the customers have been manually included in the schedule (see section Edit schedule or Include in Schedule respectively).
Using the call interval you can set the days between visits, the call frequency of your customers. Keep the default setting Calculated in order to keep the call interval logic that has been set by the administrator of your Salesforce organization if available. The current call interval of the customer is displayed on the right hand side.
Select Specified in order to enter a value between 7 and 730 days (e.g. between weekly and 2-yearly). Enter the reason for a new value below; this entry might be required depending on the settings configured by the administrator of your Salesforce organization.
Expected call duration
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.
Next business vacation
Here, you can enter the next vacation period of your customer. portatour® does not schedule calls during this period. Delete the value when necessary.