TheocBase/TheocBase
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Right-click an address marker in the map.
Right-click an address marker in the map.
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Select the menu item <img src="../images/sync_24x24.png" alt="" width="24" height="24" /> <strong>Assign to selected territory</strong>.
Select the menu item
<img src="../images/sync_24x24.png" alt="" width="24" height="24" />
<strong>
Assign to selected territory</strong>
. -
Through Marker's Context Menu
Through Marker's Context Menu
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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 -
Select an address in the addresses list box or click on it's marker in the map.
Select an address in the addresses list box or click on it's marker in the map.
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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.
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.
Choose a filename and click on the
<strong>
Save</strong>
button. -
Click on the <strong>Request date</strong> field and enter a date, e.g. the date of a "Do not call"-request.
Click on the
<strong>
Request date</strong>
field and enter a date, e.g. the date of a "Do not call"-request. -
Cities can be used to organize territories e.g. you can group territories by cities.
Cities can be used to organize territories e.g. you can group territories by cities.
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In the <strong>Settings</strong> select the <strong>Territories</strong> page.
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.
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.
Press the
<img src="../images/add_24x24.png" alt="" width="24" height="24" />
button to add the new city. -
Select a row from the list on the <strong>Cities</strong> tab.
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.
Press the
<img src="../images/remove_24x24.png" alt="" width="24" height="24" />
button to remove the selected city. -
Territory types can be used to organize territories e.g. you can group territories by their types.
Territory types can be used to organize territories e.g. you can group territories by their types.
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Enter the type name in the edit field at the top of the <strong>Territory types</strong> tab.
Enter the type name in the edit field at the top of the
<strong>
Territory types</strong>
tab. -
Press the <img src="../images/add_24x24.png" alt="" width="24" height="24" /> button to add the new territory type.
Press the
<img src="../images/add_24x24.png" alt="" width="24" height="24" />
button to add the new territory type. -
Select a row from the list on the <strong>Territory types</strong> tab.
Select a row from the list on the
<strong>
Territory types</strong>
tab. -
Press the <img src="../images/remove_24x24.png" alt="" width="24" height="24" /> button to remove the selected territory type.
Press the
<img src="../images/remove_24x24.png" alt="" width="24" height="24" />
button to remove the selected territory type.