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Customers to keep are considered by portatour® during each schedule update, yet, call date and time may change in course of route optimization. Customers that are included in the schedule through reservation are automatically highlighted as keep, so that they are not removed after the next update.
Fixed day or fixed day and time
If you set a customer that was proposed for a call on fixed day, portatour® keeps this customer on the same day during subsequent schedule updates. Use this option if you intend to call the customer on exactly this day, for example if you already agreed with the customer on the day.
In addition to fixing the day, the exact time of the call can be set using fixed day & time. Note: by fixing the time, flexibility in schedules is noticeably reduced and route optimization is limited, for example when unforeseen postponements occur throughout the working day.
If you want to include fixed calls as appointments in your Salesforce calendar, click below the schedule on the button Turn reservations to appointments. For each fixed call, an appointment is created in your calendar – including links to the respective customer. After updating the schedule, you will also find these appointments in the portatour® schedule. For call suggestions that have been fixed only to the day, the corresponding appointment in your calendar will also be classified as 'Any Time on Event Day' – see section Schedule Time.
If you want to fix the customer call at a different point in time than suggested by the schedule, you have to create an appointment for this customer in the Salesforce calendar. To do so, click on the customer link. The detail page of the customer appears where you select New Appointment in the Open Activities section (see section Create Appointment). Appointment date and time are initialized according to the schedule. After the schedule has been updated, you can see the new appointment in the schedule.
Note that by manually processing the time, portatour® can no longer calculate the 'optimal' schedule, and thus less calls are being scheduled.
If you highlight customers with exclude, they will not be considered by portatour® for schedule updates, until you remove the reservation again. Use this option if you do not want to call a customer, despite being already due according to the call interval set. After schedule updates, the excluded customers appear in the Reservations tab. There, you can reset the reservation of a customer at a later point in time. Note that excluded customers will not be scheduled automatically until you manually remove the reservation again!
Open the drop-down list and select the blank entry (first line) to remove the reservation from the respective customer and to reset this customer to the normal portatour® scheduling automatism.
After reporting a call (click on Called Now) reservations are removed automatically (see section Last Call).