TheocBase/TheocBase
-
Click the
<img src="../images/territory_remove_address_24x24.png" alt="" width="24" height="24" />
button on the<strong>
Addresses</strong>
tab to remove the address. -
Choose a filename and click on the
<strong>
Save</strong>
button. -
Addresses
-
Click on the
<strong>
Request date</strong>
field and enter a date, e.g. the date of a "Do not call"-request. -
Settings - Territories
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Settings
-
Territories
-
Cities
-
Cities can be used to organize territories e.g. you can group territories by cities.
-
Add a City to the List
-
In the
<strong>
Settings</strong>
select the<strong>
Territories</strong>
page. -
Enter the city name in the edit field at the top of the
<strong>
Cities</strong>
tab. -
Press the
<img src="../images/add_24x24.png" alt="" width="24" height="24" />
button to add the new city. -
Remove a City from the List
-
Select a row from the list on the
<strong>
Cities</strong>
tab. -
Press the
<img src="../images/remove_24x24.png" alt="" width="24" height="24" />
button to remove the selected city. -
Territory Types
-
Territory types can be used to organize territories e.g. you can group territories by their types.
-
Add a Territory Type to the List
-
Enter the type name in the edit field at the top of the
<strong>
Territory types</strong>
tab.
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