After an intensive development phase, we have released a major update of portatour® today. To read details about the new features, scroll down or use the following links:

• Send appointment notice and report via email
• Map enhancements
• Expanded periodic portatour® report delivery by email
• Further improvements
• Territory Optimization: Improvements

We wish you lots of fun and success with the new functions and look forward to your feedback at feedback@portatour.com.

Display schedules on the company map

This update affects administrators and supervisors of company accounts with at least two users.

Until now, keeping track of where your field reps will be today required manually clicking through each individual user map. From now on, you can clearly see the schedules of all users directly in company and user group maps.

Proceed as follows:

1. Open the desired organization or group workspace.
2. Click Customers > Map.
3. In the map, click the gear icon in the top right.
4. Switch to schedule: Show one day.
5. All planned calls and driving routes for the selected day are displayed.

Notes:

• Optionally, you can hide driving routes and waypoints.
• All customers not included in the schedule are hidden; you can show them again as needed.

Display customer info bubble in selection mode

In selection mode, it was previously not possible to display a customer’s info bubble. From now on, both work together:

1. Open the map, e.g. via the customer list or the schedule.
2. Click the gear icon in the top right and select Enable selection mode.
3. Select one or more customers.
4. Click one of the selected customers to display the info bubble.
5. Click the customer once more to remove the selection. If you only want to hide the info bubble, click somewhere else on the map.

Note: This feature is also available in the maps for Territory Optimization.

Focus coloring groups on the map

Have you ever wanted to highlight all customers of a specific coloring group on the map? From now on, simply click the desired group in the map legend.

Calendar subscriptions: handling of private appointments configurable

Private appointments from your external calendar were previously imported into portatour® unfiltered, including title and location. From now on, a new default applies to all calendar subscriptions: only the time is imported; title, location and further details are not.

To adjust this behavior, proceed as follows:

1. Open the Options.
2. Click Calendar subscriptions.
3. Edit an existing subscription or create a new one.
4. For the desired calendar, select Subscribe with custom settings.
5. Under Appointments marked as ‘Private’, select the desired option:

• • Include completely
  • Only take the time and address
  • Only take the time (default)
  • Do not include

User list: mass editing of user group membership

This update affects administrators of company accounts with at least two users.

From now on, you can edit the user groups for multiple users at the same time via mass editing. You can not only replace all user groups, but also add or remove individual user groups.

Proceed as follows:

1. In the Workspace Organization, open the menu item Users.
2. Use selection mode or extended search to select users.
3. Click Edit selected or Edit all X.
4. Click More > Edit user groups.
5. Select the Edit mode and the user group. Create a new group if needed.
6. Click Apply.

The following updates affect administrators and supervisors of company accounts with activated Territory Optimization.

Actual visits visible in the initial situation

Until now, in the initial situation you could see how many visits are planned according to customer settings and how many would theoretically be possible when taking driving time into account, but not how many were actually achieved in the past. From now on, you can see this information in the new column Calls reported. To display it:

1. Open Territory Optimization for the organization or the desired user group.
2. If necessary, switch to Initial situation > Analysis.
3. Click the table section Users to expand it.
4. The column Calls reported appears on the far right of the section.

Notes:

• The value is only meaningful if call reports are created in portatour®. The automatically created reports are sufficient for this.
• The value is based on reports of the “Call” type from the last 90 days. It may be distorted if longer absences or territory restructurings took place during this period.
• If fewer than 90 days of call reports are available, the value is extrapolated and marked accordingly.

Better display of new employees

To make the territories of new employees easier to recognize, their customers are now displayed with hatching.

In addition, new employees with an automatically determined home location receive the proposed home location as a name suffix, for example “New (Seattle)”. This makes them easier to identify throughout Territory Optimization.

Note: The location suffix in the employee name is only assigned for new optimizations.

After an intensive development period, we have released a major update of portatour® today. To read details about the new features, scroll down or use the following links:

• Extensions to the map
• Scheduling enhancements
• Reporting enhancements
• Interface: Data analysis using OData Version 4
• Territory optimization: Qualifications for territory assignment
• Dynamics CRM Integration: Improvements

We wish you lots of fun and success with the new functions and look forward to your feedback at feedback@portatour.com.

Save individual map options as default

Previously, your changes in the map options were reset when you reopened the map. From now on, you can define yourself which options are permanently set as the default.

Proceed as follows to save the standard for a map:

1. Set the desired options.
2. Click on the arrow downwards next to “Reset options“.

3. Select “Save current options“.
   

The standard is saved separately for the customer map, schedule map and the map in the territory optimization. The selection of the key figures to be displayed in the territory areas selection is also saved in the territory optimization.

As an administrator, you can also use “Save as organization default” to set the current options as the default for users who have not saved their own default.

Territory optimization : Map with additional coloring options

This news concerns administrators and supervisors of company accounts with activated territory optimization or territory analysis.

From now on, all coloring options from the customer map are available on every map in the territory optimization – including coloring according to custom fields.

Warnings for appointments when customers are not available

Have you ever entered an appointment and then realized that the customer was closed at that time? portatour® will now inform you of possible limited availability directly when creating and editing appointments.

Limited availability results from:

• business hours
• call blocks
• vacation
• scheduling restrictions

Increase in the amount of preferred accommodations to 50

Overnight stays can significantly increase the efficiency of your routes. So that you can store even more of your desired hotels, portatour® is doubling the maximum amount of preferred accommodations from 25 to 50.

Corrected calculation of week numbers for some countries

portatour® now calculates the week numbers correctly for those countries that do not use the ISO standard by default. For the following language and region settings, the calculation variant “First day of the week”, which is common in these countries, now applies:

• English (Australia)
• English (Canada)
• English (New Zealand)
• English (South Africa)
• English (United States)
• Español (Argentina)
• Español (Chile)
• Español (Colombia)
• Español (Estados Unidos)
• Español (México)
• Français (Canada)
• Português (Brasil)

This news affects administrators of company accounts with at least two users.

The analysis of call data and master data is a central component of effective corporate management. portatour® now provides an OData interface in version 4 for this purpose. The interface enables the direct connection of portatour® to BI tools such as Microsoft Excel®, Microsoft Power BI®, Qlik® or Tableau™.

You will find the instructions as follows:

1. Open the “Options” in the Workspace Organization.
2. Click on “OData for data analysis“.

Soon, the “Update schedule” button will get a new look. The previous icon with the “Reload” arrow will be replaced by a modern design. This highlights the sophistication of the route planning algorithm and shows that this is not just a simple “Reload.”

The new design can also be found in the menu bar.

The algorithm itself remains unchanged.