With saved searches, each user can filter or sort their customer list differently depending on the purpose, and subsequently call them up again at any time at the push of a button.

As of this update, administrators can now create saved searches centrally, which can be employed by all users.

Here’s how it works:

1. 1. If you are an administrator and do not have customers of your own, first log in to a user account that has customers.
   2. Navigate to the customer list.
   3. Use the Advanced search to set the desired filters and sorting.
   4. Click Saved.

1. Click Save search organization-wide…
2. Enter a name.
3. Click Save.

This saved search is now available to all users.

Bear in mind:

• Only administrators can create and delete organization-wide saved searches.
• This functionality is available not only for the customer list but also for all other lists, i.e. also for appointments, tasks, reports and users. Just click the “Search” icon above the respective list.

One of the most frequently used functions in portatour® is the customer search. It is available as quick search, extended search and saved search.

As of now the same functionality is also available for appointments, tasks, reports and users. One difference: whereas in the customer list the search function is always displayed, in the other lists you have to switch to the search mode by clicking the magnifying glass symbol. Another click on the magnifying glass symbol ends the search mode; you will see the standard view of the respective list again.

What else is new in the search?

• The symbol for the extended search is now a filter symbol instead of the configuration wheel symbol.
• If an extended search or a saved search is currently active, this will be easily recognizable by the yellow color of the respective button. In addition, a new button with an X symbol is displayed to the right of it, with which you can end the search and return to the standard view.
• If an extended search or a saved search is currently active, you can also perform a quick search, which will narrow down the search result even further. Up to now, every quick search has ignored previous searches.

Hints for the quick search

For those of you who don’t already know, in the quick search, you can enter multiple search terms in the search field. For example, if you enter “Turner Oakland” in the search field, all customers containing “Turner” and “Oakland” will be found – in this example in the name and the city. The words do not have to be written out in full.

Additional information

• The search also affects the export button below the list. When a search is active, you can choose whether to export only the rows found or all rows.
• You can search for appointments by clicking the list symbol at the top right of the calendar and then the magnifying glass symbol for the search.
• In the reports list you will find the three well-known functions “Clock in”, “Clock out” and “Report day off” via the new button “Log working time”.

If you are planning routes with overnight stays on the way, the new function “Find hotel” can be helpful.

You will find this function in the following places in portatour®:

• In the schedule by clicking an overnight stay suggestion or overnight stay appointment
• Clicking an overnight stay suggestion or overnight stay appointment in the calendar
• In the appointment details view of an overnight stay appointment

When clicking “Find hotel”, you will be forwarded to the Booking.com website in a new window where hotels nearby your overnight stay location will be suggested. You will see the availabilities and prices for the date of the overnight stay. The room search uses the criteria “1 adult” and “business person”. You can set further filtering criteria on Booking.com.

After you have booked a hotel on Booking.com, use the function “Change overnight stay location” in portatour® to enter the hotel address. This will create a new overnight stay appointment that replaces the old overnight stay suggestion or overnight stay appointment.

Hint: If you would like to stay overnight at a hotel more often or if you want portatour® to suggest this hotel on its own for overnight tours, enter it in portatour® by clicking main menu > My Places > New accommodation. Up to 25 accommodations are possible.

As a user of portatour®, have you ever been faced with the following situation? portatour® has suggested a route for one day, which you would like to follow in exactly the same way, but for whatever reason you would rather drive that route on another day? Then you will enjoy the new functions “move day” and “swap day“.

You can find these new functions in the schedule and in the calendar:

In the schedule, switch to the desired day. There, scroll down to the bottom, click More and then the menu item Edit day.

In the calendar, click the header of the day, then the menu item Edit day.

A window opens for you to select the target date.

In the case of “Swap day”, select both days to be swapped.

Note that moved or swapped call suggestions are discarded when the schedule is updated. To fix these call suggestions on the desired day, they must be converted into appointments. In the selection box, choose between fixed appointments, where the time is kept exactly the same, or appointments flexible on the day, where the time remains flexible.

Bear in mind

• Only those days that start and end at the home location can be moved or swapped. This means that the day may not have an overnight stay on the way. Likewise, no calls or appointments may have already been completed for that day.
• If you select a target day in “Move day” where there are already suggested calls, these will be removed. Appointments are retained in any case, but this can lead to conflicts. In such cases, you will be warned in time and asked whether you want to move the day anyway. Consider whether a swap would be better in such cases.
• Furthermore, you will be warned if a customer call on the target day could not be scheduled, e.g. due to restricted business hours, call blocks, customer holidays or scheduling restrictions.