TheocBase/Test
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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. -
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.
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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.
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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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Double-click an address in the addresses list box on the
<strong>Addresses</strong>tab.
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