Good news for all those who need more than the previous maximum of 1,000 customers per user: Since last week’s update, the limit of customers that can be stored in portatour® has been increased to 3,000 per user.
However, a few restrictions apply:
For technical reasons, a maximum of 1,000 of the 3,000 customers may continue to have a call interval. To import more than 1,000 customers, it is necessary that your import file already contains a column with the call interval. This should have a value 0 (meaning “None”) for customers that you do not visit regularly. However, you can include these customers in the schedule by making a reservation or an appointment.
Increasing the limit is therefore primarily suitable for managing additional customers that you do not visit regularly but rather only on an as-needed basis. Some applications:
- Small customers that you mainly look after by telephone
- Prospects/leads for which you add a call interval to after converting them to customers
- Customers you only visit as part of campaigns
Tip: For reasons of clarity when using portatour®, e.g. when searching for customers or viewing them on the map, we recommend that, despite the higher limit, you continue to import only those customers that you actually visit or that you want to visit in the near future.
Other restrictions:
- On low-performance devices, displaying thousands of customers on the map can cause noticeable delays in screen output.
- If you have saved more than 1,000 customers in portatour®, schedule calculation can take several seconds longer, as the internal “travel time matrix”, which holds a maximum of 1,000 customers, first has to be updated for the desired customers.
- If you have saved more than 1,000 customers in portatour®, the “Find suitable day” function in the customer detail page, as well as the detection of appointment collisions in the calendar, cannot be used or can only be used to a limited extent for customers without a call interval, since in such cases, they are based on travel time estimates using beelines.
- If you use portatour® in combination with Salesforce or Dynamics CRM, the limit is still 1,000 customers per user for synchronization reasons.