Online Help for portatour® + Salesforce
Introducing portatour® for Salesforce
User Settings
- Show user settings
- Home location on map
- Working hours
- Work Break
- Measurement System
- Overnight Stay on the way
Customer activation
- Customer activation overview
- Activate and Deactivate
- Mass Activation
- Mass activation from list view or search
- Mass activation in the background
- Manual activation
Scheduling
- Scheduling overview
- Creating & updating Schedules
- Show schedule
- Map
- Edit schedule
- Include customers in schedule
Visit Planning Warnings and Solutions
Call settings for customers
- Call settings for customers overview
- Last Call
- Next call
- Edit Customer Call Settings
- Call Note
- Scheduling parameters
Customer list and map
Call settings for appointments
- Call settings for appointments overview
- Create Appointment
- Activate existing appointments
- System Information
- Schedule Time
- Appointment Address