Territories
Addresses
Add an Address
Select a territory.
Click the
button on the
Addresses
tab to add a new row in the addresses list box.
Enter the address components in the
Add address
dialog.
Note:
The necessary fields may vary from country to country.
Tip:
Try different approaches if no or a wrong address is found like entering or omitting fields such as
Country
or
State
.
Click on the
Search
button.
Select a row in the results list and click on the
OK
button.
Click in the
Name
field of the new row in the addresses list box and enter a name.
Click on the
Type
field and select the type of the address.
Tip:
You can choose a default address type in the
settings
.
Import Addresses
Select the territory where you want to import the addresses.
Click the
button on the
Map
tab.
In the
Import territory data
dialog select the option
Addresses
.
Click on the
button next to the
Filename
field.
Select a CSV-file in the
Open file
dialog.
In the
Match Fields
box choose the fields of the CSV-file that correspond to the
Address
and the
Name
.
Note:
The first row of the CSV-file must contain the field names.
Select an entry in the
Address type
field.
In order to review addresses that could not be imported you can use the
Output filename for failed addresses
field.
Click on the
button next to this field.
Choose a filename and click on the
Save
button.
Click on the
Import
button.
Edit an Address
Select an address by either clicking on the marker in the map or a row in the addresses list box.
Click the
button on the
Addresses
tab to edit the location.
Edit the address components in the
Edit address
dialog.
Click on the
Search
button.
Select a row in the results list and click on the
OK
button.
Click in the
Name
field and edit the name.
Click on the
Type
field and select the type of the address.
Click on the
Request date
field and enter a date, e.g. the date of a "Do not call"-request.
Zoom to an Address
Double-click an address in the addresses list box on the
Addresses
tab.
Switch to the
Map
tab.
The map is refreshed and displays the selected address in the center.
Correct Map Position of an Address
Switch the map's
edit mode
to
in order to edit address markers.
Click and hold a marker symbol.
Drag the marker to the new position and release the mouse button.
Reassign Address to another Territory
Select the territory to which you want to assign an address.
Right-click an address marker in the map.
Select the menu item
Assign to selected territory
.
Remove an Address
Through Marker's Context Menu
Right-click an address marker in the map.
Select the menu item
Remove address
from the context menu.
Through the
Addresses
Tab
Select an address in the addresses list box or click on it's marker in the map.
Click the
button on the
Addresses
tab to remove the address.