TheocBase/Test
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Import Addresses
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Select the territory where you want to import the addresses.
-
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>
. -
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. -
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.
-
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. -
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. -
Click on the
<strong>
Import</strong>
button. -
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.
-
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. -
Click in the
<strong>
Name</strong>
field and edit the name. -
Click on the
<strong>
Request date</strong>
field and enter a date, e.g. the date of a "Do not call"-request. -
Zoom to an Address
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