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portatour® highlights new customers in the customer list with a "*".
6.3.4
Manually planned customers
By running the saved search Manually Planned Customers you will get a list of all customers not automatically included in the call schedule by portatour®. The customers are sorted alphabetically.
A customer is to be scheduled manually, if the planning mode is switched from automatic scheduling
to manual scheduling, or if business hours are not set for the customer. portatour® highlights customers to be scheduled manually by an "m" in the customer list. "m!!" means that the customer call is
already overdue, but you have to schedule the customer yourself. Create an appointment with the
customer (see section "Create appointment" on page 82) or include the customer using a reservation
(see sections "Include customer in schedule" on page 33 und "Include in schedule" on page 67).
6.3.5
My saved searches
Saved searches are useful for customer categorization, e.g. by postcode, region, industry, importance.
We recommend to save frequently repeated searched in My Saved Searches.
First, run an Extended Search that meets your expectations. Then, click Saved in the search bar and
select the sub-menu Mine....
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