TheocBase/TheocBase
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Select <strong>Publisher</strong> in the <strong>Group by</strong> box.
Select
<strong>Publisher</strong>in the<strong>Group by</strong>box.Select<strong>Publisher</strong>in the<strong>Group by</strong>box. -
The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node.
The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node.
The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node. -
Find Unassigned Territories
Find Unassigned Territories
Find Unassigned Territories -
Expand the <strong>Not assigned</strong> item.
Expand the
<strong>Not assigned</strong>item.Expand the<strong>Not assigned</strong>item. -
Click the <img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" /> button on the <strong>Assignments</strong> tab to add a new row in the assignments table.
Click the
<img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" />button on the<strong>Assignments</strong>tab to add a new row in the assignments table.Click the<img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" />button on the<strong>Assignments</strong>tab to add a new row in the assignments table. -
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If the territory is already assigned to someone, the current day is set as<strong>Completed</strong>date, and the territory is assigned to the same publisher again with the following day as<strong>Checked out</strong>date. -
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3803180ca529b1797814317573cdfef79b3829bd
Enter the date in the<strong>Assigned</strong>field when the territory has been assigned. -
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Completed -
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Enter the date in the<strong>Completed</strong>field when the territory has been turned in. -
Territories - Addresses
Territories - Addresses
Territories - Addresses -
Territories
Territories
Territories -
Add an Address
Add an Address
Add an Address -
Select a territory.
Select a territory.
Select a territory. -
Click the <img src="../images/territory_add_address_24x24.png" alt="" width="24" height="24" /> button on the <strong>Addresses</strong> tab to add a new row in the addresses list box.
Click the
<img src="../images/territory_add_address_24x24.png" alt="" width="24" height="24" />button on the<strong>Addresses</strong>tab to add a new row in the addresses list box.Click the<img src="../images/territory_add_address_24x24.png" alt="" width="24" height="24" />button on the<strong>Addresses</strong>tab to add a new row in the addresses list box. -
Enter the address components in the <strong>Add address</strong> dialog.
Enter the address components in the
<strong>Add address</strong>dialog.Enter the address components in the<strong>Add address</strong>dialog. -
Poznámka:
Poznámka:
Note: -
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.
The necessary fields may vary from country to country. -
Tip:
Tip:
Tip: -
Try different approaches if no or a wrong address is found like entering or omitting fields such as <strong>Country</strong> or <strong>State</strong>.
Try different approaches if no or a wrong address is found like entering or omitting fields such as
<strong>Country</strong>or<strong>State</strong>.Try different approaches if no or a wrong address is found like entering or omitting fields such as<strong>Country</strong>or<strong>State</strong>. -
Click on the <strong>Search</strong> button.
Click on the
<strong>Search</strong>button.Click on the<strong>Search</strong>button.