TheocBase/TheocBase
-
You can join two territories. The boundary, streets and addresses of one territory will be be added to another, while the territory itself and its assignment record will be maintained and can be removed later if necessary.
You can join two territories. The boundary, streets and addresses of one territory will be be added to another, while the territory itself and its assignment record will be maintained and can be removed later if necessary.
-
Select the territory in the territory list box or in the map to which you want to join another territory.
Select the territory in the territory list box or in the map to which you want to join another territory.
-
Right-click the territory in the map you want to join to the selected territory.
Right-click the territory in the map you want to join to the selected territory.
-
Select the menu item <img src="../images/boundary_join_24x24.png" alt="" width="24" height="24" /> <strong>Join to the selected territory</strong>.
Select the menu item
<img src="../images/boundary_join_24x24.png" alt="" width="24" height="24" />
<strong>
Join to the selected territory</strong>
. -
Assign the <strong>Name</strong> field only if it is distinctive.
Assign the
<strong>
Name</strong>
field only if it is distinctive. -
Use this option only if <strong>Description</strong> is distinctive.
Use this option only if
<strong>
Description</strong>
is distinctive. -
Working with GIS
Working with GIS
-
If the territory is already assigned to someone, the current day is set as <strong>Checked back in</strong> date, and the territory is assigned to the same publisher again with the following day as <strong>Checked out</strong> date.
If the territory is already assigned to someone, the current day is set as
<strong>
Checked back in</strong>
date, and the territory is assigned to the same publisher again with the following day as<strong>
Checked out</strong>
date. -
Click on the <strong>Publisher</strong> field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to.
Click on the
<strong>
Publisher</strong>
field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to. -
When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.
When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.
-
Expand the <strong>Not assigned</strong> item.
Expand the
<strong>
Not assigned</strong>
item. -
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 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. -
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 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. -
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. -
Through Marker's Context Menu
Through Marker's Context Menu
-
Select the menu item <img src="../images/territory_remove_address_24x24.png" alt="" width="24" height="24" /> <strong>Remove address</strong> from the context menu.
Select the menu item
<img src="../images/territory_remove_address_24x24.png" alt="" width="24" height="24" />
<strong>
Remove address</strong>
from the context menu. -
Through the <strong>Addresses</strong> Tab
Through the
<strong>
Addresses</strong>
Tab -
Choose a filename and click on the <strong>Save</strong> button.
Choose a filename and click on the
<strong>
Save</strong>
button.