TheocBase/TheocBase
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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.
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Find Unassigned Territories
Find Unassigned Territories
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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_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. -
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.
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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>
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Click on the <strong>Search</strong> button.
Click on the
<strong>
Search</strong>
button. -
Select a row in the results list and click on the <strong>OK</strong> button.
Select a row in the results list and click on the
<strong>
OK</strong>
button. -
Click in the <strong>Name</strong> field of the new row in the addresses list box and enter a name.
Click in the
<strong>
Name</strong>
field of the new row in the addresses list box and enter a name. -
Click on the <strong>Type</strong> field and select the type of the address.
Click on the
<strong>
Type</strong>
field and select the type of the address. -
You can choose a default address type in the <a href="settings_territories.html#default_address_type">settings</a>.
You can choose a default address type in the
<a href="settings_territories.html#default_address_type">
settings</a>
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Select the territory where you want to import the addresses.
Select the territory where you want to import the addresses.
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Click the <img src="../images/import_24x24.png" alt="" width="24" height="24" /> button on the <strong>Map</strong> tab.
Click the
<img src="../images/import_24x24.png" alt="" width="24" height="24" />
button on the<strong>
Map</strong>
tab. -
In the <strong>Import territory data</strong> dialog select the option <strong>Addresses</strong>.
In the
<strong>
Import territory data</strong>
dialog select the option<strong>
Addresses</strong>
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Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button next to the <strong>Filename</strong> field.
Click on the
<img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" />
button next to the<strong>
Filename</strong>
field. -
Select a CSV-file in the <strong>Open file</strong> dialog.
Select a CSV-file in the
<strong>
Open file</strong>
dialog. -
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>
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The first row of the CSV-file must contain the field names.
The first row of the CSV-file must contain the field names.