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>
. -
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. -
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 <strong>Import</strong> button.
Click on the
<strong>
Import</strong>
button. -
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. -
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. -
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. -
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.
-
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. -
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.
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Reassign Address to another Territory
Reassign Address to another Territory
-
Select the territory to which you want to assign an address.
Select the territory to which you want to assign an address.