{"id":5590,"date":"2020-12-01T08:00:19","date_gmt":"2020-12-01T08:00:19","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=5590"},"modified":"2022-02-03T16:30:37","modified_gmt":"2022-02-03T16:30:37","slug":"logging-of-telephone-calls-made-in-lieu-of-visits","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2020\/12\/01\/logging-of-telephone-calls-made-in-lieu-of-visits\/","title":{"rendered":"Logging of telephone calls made in lieu of visits"},"content":{"rendered":"

Now, during the Corona pandemic, many representatives have encountered some customers who may not be visited in person, whereby contact is only possible by telephone.<\/p>\n

Such telephone calls are a forced substitute for a visit. The call interval should be reset upon conclusion. To log this in portatour\u00ae there is a new menu item By phone instead of in person<\/strong>, when you click New report <\/strong> on the customer detail page.<\/p>\n

\"\"<\/a><\/p>\n

Now what are the differences compared to the normal call report? The report is of type “Other” with the subject “By phone instead of in person”. In addition, this report does not affect the departure point if the schedule is subsequently updated.<\/p>\n

Analogous to the normal call report, the date of the last visit is updated for the customer, i.e. the call interval is reset. This telephone call has taken place in lieu of an in-person visit.<\/p>\n

Here is a table summarizing the characteristics of the different reports:<\/p>\n\n\n\n\n\n\n\n\n
<\/td>\nCall<\/strong><\/td>\nMissed<\/strong><\/td>\nBy phone instead of in person<\/strong><\/td>\nBy phone<\/strong><\/td>\nOther<\/strong><\/td>\n<\/tr>\n
Report type<\/strong><\/td>\nCall<\/td>\nMissed<\/td>\nOther<\/td>\nOther<\/td>\nOther<\/td>\n<\/tr>\n
Prefilled subject<\/strong><\/td>\n“Call”<\/td>\n“Missed”<\/td>\n“By phone instead of in person”<\/td>\n“By phone”<\/td>\n(empty)<\/td>\n<\/tr>\n
Date of last call at customer<\/strong><\/td>\nWill be updated<\/td>\nRemains unchanged<\/td>\nWill be updated<\/td>\nRemains unchanged<\/td>\nRemains unchanged<\/td>\n<\/tr>\n
Departure point for next schedule<\/strong><\/td>\nWill be updated if necessary<\/td>\nWill be updated if necessary<\/td>\nRemains unchanged<\/td>\nRemains unchanged<\/td>\nRemains unchanged<\/td>\n<\/tr>\n
Geotag<\/strong><\/td>\nPossible<\/td>\nPossible<\/td>\nNot possible<\/td>\nNot possible<\/td>\nNot possible<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Note: Which menu items are actually visible depends on the settings in the Options under “Reporting”.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Now, during the Corona pandemic, many representatives have encountered some customers who may not be visited in person, whereby contact is only possible by telephone. Such telephone calls are a forced substitute for a visit. The call interval should be reset upon conclusion. To log this in portatour\u00ae there is a new menu item By […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,4],"tags":[],"class_list":["post-5590","post","type-post","status-publish","format-standard","hentry","category-anywhere-en","category-dynamics-crm-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t