TheocBase/TheocBase
-
In the <strong>Match Fields</strong> box choose the fields of the CSV-file that correspond to the <strong>Address</strong> and the <strong>Name</strong>.
In the
<strong>
Match Fields</strong>
box choose the fields of the CSV-file that correspond to the<strong>
Address</strong>
and the<strong>
Name</strong>
.In the<strong>
Match Fields</strong>
box choose the fields of the CSV-file that correspond to the<strong>
Address</strong>
and the<strong>
Name</strong>
. -
The first row of the CSV-file must contain the field names.
The first row of the CSV-file must contain the field names.
The first row of the CSV-file must contain the field names. -
Select an entry in the <strong>Address type</strong> field.
Select an entry in the
<strong>
Address type</strong>
field.Select an entry in the<strong>
Address type</strong>
field. -
In order to review addresses that could not be imported you can use the <strong>Output filename for failed addresses</strong> field.
In order to review addresses that could not be imported you can use the
<strong>
Output filename for failed addresses</strong>
field.In order to review addresses that could not be imported you can use the<strong>
Output filename for failed addresses</strong>
field. -
Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button next to this field.
Click on the
<img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" />
button next to this field.Click on the<img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" />
button next to this field. -
Click on the <strong>Import</strong> button.
Click on the
<strong>
Import</strong>
button.Click on the<strong>
Import</strong>
button. -
Edit an Address
Edit an Address
Edit an Address -
Select an address by either clicking on the marker in the map or a row in the addresses list box.
Select an address by either clicking on the marker in the map or a row in the addresses list box.
Select an address by either clicking on the marker in the map or a row in the addresses list box. -
Click the <img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" /> button on the <strong>Addresses</strong> tab to edit the location.
Click the
<img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" />
button on the<strong>
Addresses</strong>
tab to edit the location.Click the<img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" />
button on the<strong>
Addresses</strong>
tab to edit the location. -
Edit the address components in the <strong>Edit address</strong> dialog.
Edit the address components in the
<strong>
Edit address</strong>
dialog.Edit the address components in the<strong>
Edit address</strong>
dialog. -
Click in the <strong>Name</strong> field and edit the name.
Click in the
<strong>
Name</strong>
field and edit the name.Click in the<strong>
Name</strong>
field and edit the name. -
Zoom to an Address
Zoom to an Address
Zoom to an Address -
Double-click an address in the addresses list box on the <strong>Addresses</strong> tab.
Double-click an address in the addresses list box on the
<strong>
Addresses</strong>
tab.Double-click an address in the addresses list box on the<strong>
Addresses</strong>
tab. -
Switch to the <strong>Map</strong> tab.
Switch to the
<strong>
Map</strong>
tab.Switch to the<strong>
Map</strong>
tab. -
The map is refreshed and displays the selected address in the center.
The map is refreshed and displays the selected address in the center.
The map is refreshed and displays the selected address in the center. -
Correct Map Position of an Address
Correct Map Position of an Address
Correct Map Position of an Address -
Switch the map's <a href="territories_view_edit.html#map_edit_mode">edit mode</a> to <img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" /> in order to edit address markers.
Switch the map's
<a href="territories_view_edit.html#map_edit_mode">
edit mode</a>
to<img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" />
in order to edit address markers.Switch the map's<a href="territories_view_edit.html#map_edit_mode">
edit mode</a>
to<img src="../images/map-marker-edit_24x24.png" alt="" width="24" height="24" />
in order to edit address markers. -
Click and hold a marker symbol.
Click and hold a marker symbol.
Click and hold a marker symbol. -
Drag the marker to the new position and release the mouse button.
Drag the marker to the new position and release the mouse button.
Drag the marker to the new position and release the mouse button. -
Reassign Address to another Territory
Reassign Address to another Territory
Reassign Address to another Territory