TheocBase/Test
-
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>
. -
Import Addresses
Import Addresses
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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>
. -
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>
. -
The first row of the CSV-file must contain the field names.
The first row of the CSV-file must contain the field names.
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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. -
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>Import</strong> button.
Click on the
<strong>
Import</strong>
button. -
Edit an Address
Edit an Address
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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.