{"id":9133,"date":"2023-05-15T07:03:24","date_gmt":"2023-05-15T07:03:24","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=9133"},"modified":"2023-05-15T09:40:53","modified_gmt":"2023-05-15T09:40:53","slug":"call-interval-can-be-changed-directly-in-call-report","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2023\/05\/15\/call-interval-can-be-changed-directly-in-call-report\/","title":{"rendered":"Call interval can be changed directly in call report"},"content":{"rendered":"<p>Do you often change the call interval after a customer call to reschedule the days until the next call? Then you will benefit from the following innovation.<\/p>\n<p>In the Options under Reporting, set &#8220;Call interval&#8221; to &#8220;Customizable in the call report&#8221;.<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Besuchsintervall-im-Besuchsbericht-Optionen-EN.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8908\" src=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Besuchsintervall-im-Besuchsbericht-Optionen-EN.png\" alt=\"\" width=\"752\" height=\"638\" \/><\/a><\/p>\n<p>When entering new call reports, you can then edit the customer&#8217;s call interval in the &#8220;Next call&#8221; section.<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Besuchsintervall-im-Besuchsbericht-EN.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-8914 aligncenter\" src=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Besuchsintervall-im-Besuchsbericht-EN.png\" alt=\"\" width=\"320\" height=\"565\" \/><\/a><\/p>\n<p>Note that the change to the call interval is permanently stored in the customer&#8217;s scheduling parameters until you change the interval again &#8211; for example, on the next call. The change in the call report is thus equivalent to editing the customer&#8217;s scheduling parameters parameters.<\/p>\n<p>Bear in mind:<\/p>\n<ul>\n<li>For company accounts, this function may be restricted by the administrator. This is the case when users do not have the permission to change customers&#8217; scheduling parameters or do not have the permission to change reporting settings.<\/li>\n<li>As an administrator, you can customize the organization default for above reporting settings in the organization-wide options.<\/li>\n<li>The call interval can be changed only in reports that update the customer&#8217;s last call date when they are created &#8211; i.e. &#8220;Call&#8221; and &#8220;By phone instead of in person&#8221;.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Do you often change the call interval after a customer call to reschedule the days until the next call? Then you will benefit from the following innovation. In the Options under Reporting, set &#8220;Call interval&#8221; to &#8220;Customizable in the call report&#8221;. When entering new call reports, you can then edit the customer&#8217;s call interval in [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,4,3],"tags":[],"class_list":["post-9133","post","type-post","status-publish","format-standard","hentry","category-anywhere-en","category-dynamics-crm-en","category-salesforce-en"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/9133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/comments?post=9133"}],"version-history":[{"count":2,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/9133\/revisions"}],"predecessor-version":[{"id":9135,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/9133\/revisions\/9135"}],"wp:attachment":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/media?parent=9133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/categories?post=9133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/tags?post=9133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}