Exporting current customer urgency

Since last week’s portatour® update, you will receive the current urgency (not due, due, overdue) for each customer when exporting customer data. These urgencies correspond to the three colors (green, yellow, red) on the map.

Regardless of the format (CSV, Excel, ODS), the exported file contains two new columns:

  • Current urgency ID: 0 is for “not due”, 1 for “due”, and 2 for “overdue”. Use this value if you want to further process the urgency programmatically.
  • Current urgency name: Contains the text “not due”, “due”, or “overdue”

Note: The urgency columns are also included in the Excel OData export (available as of 2 user licenses), where they can be easily used for pivot tables.