14 Oct from 11:12am to 12:18pm
Zbynda changed 248 translations in Czech on
TheocBase .
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<span>territory_number</span><br><span>locality</span>
<span>
territory _number </span><br><span>
locality </span>
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Zbynda 14 October, 2020 11:12 .
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Edit the <strong>Datasource Options</strong>
Edit the <strong>
Datasource Options </strong>
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Zbynda 14 October, 2020 11:12 .
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<span>Enter "locality" next to <strong>DescriptionField</strong>.</span><br><span>Enter "territory_number" next to <strong>NameField</strong>.</span>
<span>
Enter "locality " next to <strong>
DescriptionField </strong>
.</span><br><span>
Enter "territory _number " next to <strong>
NameField </strong>
.</span>
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Zbynda 14 October, 2020 11:13 .
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Click <strong>OK</strong> to save the KML file.
Click <strong>
OK </strong>
to save the KML file .
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Zbynda 14 October, 2020 11:29 .
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Choose <strong>File</strong> as <strong>Vector Source Type</strong>.
Choose <strong>
File </strong>
as <strong>
Vector Source Type </strong>
.
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Zbynda 14 October, 2020 11:45 .
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Choose the <strong>CRS</strong> (Coordinate Reference System): <strong>EPSG:4326</strong>.
Choose the <strong>
CRS </strong>
(Coordinate Reference System ): <strong>
EPSG :4326 </strong>
.
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Zbynda 14 October, 2020 11:45 .
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Working with the Territory Data in a Geographic Information System (GIS)
Working with the Territory Data in a Geographic Information System (GIS )
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Zbynda 14 October, 2020 11:45 .
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Territories - Streets
Territories - Streets
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Zbynda 14 October, 2020 11:45 .
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Zbynda 14 October, 2020 11:45 .
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Zbynda 14 October, 2020 11:45 .
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Select a territory.
Select a territory .
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Zbynda 14 October, 2020 11:45 .
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Click the <img src="../images/street_add_24x24.png" alt="" width="24" height="24" /> button on the <strong>Streets</strong> tab to add a new row in the street list box.
Click the <img src="../images/street_add_24x24.png" alt=" " width="24" height="24" />
button on the <strong>
Streets </strong>
tab to add a new row in the street list box .
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Zbynda 14 October, 2020 11:45 .
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Zbynda 14 October, 2020 11:45 .
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Click on the <strong>OK</strong> button.
Click on the <strong>
OK </strong>
button .
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Zbynda 14 October, 2020 11:45 .
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Edit a Street
Edit a Street
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Zbynda 14 October, 2020 11:46 .
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Switch to the <strong>Streets</strong> tab.
Switch to the <strong>
Streets </strong>
tab .
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Zbynda 14 October, 2020 11:46 .
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Click in the <strong>Name</strong>, <strong>From</strong>, <strong>To</strong> or <strong>Quantity</strong> field of the street and edit the corresponding value.
Click in the <strong>
Name </strong>
, <strong>
From </strong>
, <strong>
To </strong>
or <strong>
Quantity </strong>
field of the street and edit the corresponding value .
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Zbynda 14 October, 2020 11:46 .
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Click on the <strong>Type</strong> field and select the <a href="settings_territories.html#streets">type of the street</a>.
Click on the <strong>
Type </strong>
field and select the <a href="settings_territories.html#streets">
type of the street </a>
.
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Zbynda 14 October, 2020 11:46 .
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Zoom to a Street
Zoom to a Street
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Zbynda 14 October, 2020 11:46 .
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Double-click a street in the street list box on the <strong>Streets</strong> tab.
Double -click a street in the street list box on the <strong>
Streets </strong>
tab .
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Zbynda 14 October, 2020 11:46 .
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Switch to the <strong>Map</strong> tab.
Switch to the <strong>
Map </strong>
tab .
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Zbynda 14 October, 2020 11:46 .
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The map is refreshed and displays the selected street in the center.
The map is refreshed and displays the selected street in the center .
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Zbynda 14 October, 2020 11:46 .
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Remove a Street
Remove a Street
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Zbynda 14 October, 2020 11:46 .
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Select a street in the street list box.
Select a street in the street list box .
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Zbynda 14 October, 2020 11:46 .
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Click the <img src="../images/street_remove_24x24.png" alt="" width="24" height="24" /> button on the <strong>Streets</strong> tab to remove the street.
Click the <img src="../images/street_remove_24x24.png" alt=" " width="24" height="24" />
button on the <strong>
Streets </strong>
tab to remove the street .
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Zbynda 14 October, 2020 11:46 .
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Zbynda 14 October, 2020 11:46 .
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The <strong>Add streets</strong> dialog displays the streets within the territory's boundary. Uncheck the field <strong>Hide already added streets</strong> to see the complete list.
The <strong>
Add streets </strong>
dialog displays the streets within the territory 's boundary . Uncheck the field <strong>
Hide already added streets </strong>
to see the complete list .
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Zbynda 14 October, 2020 11:47 .
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It is mandatory to <a href="territories_view_edit.html#import_territory_boundaries">add a territory boundary</a> first, before this feature can be used.
It is mandatory to <a href="territories_view_edit.html#import_territory_boundaries">
add a territory boundary </a>
first , before this feature can be used .
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Zbynda 14 October, 2020 11:47 .
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Select the check boxes next to the streets you want to add.
Select the check boxes next to the streets you want to add .
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Zbynda 14 October, 2020 11:47 .
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Zbynda 14 October, 2020 11:47 .
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Enter a street name in the <strong>search</strong> field in order to quickly find a specific street.
Enter a street name in the <strong>
search </strong>
field in order to quickly find a specific street .
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Zbynda 14 October, 2020 11:47 .
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Weekend Meeting
Weekend Meeting
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Zbynda 14 October, 2020 11:47 .
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Territories - View and Edit
Territories - View and Edit
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Zbynda 14 October, 2020 11:47 .
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Zbynda 14 October, 2020 11:47 .
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Territories are displayed by city, publisher, type or worked date [2] in the territory list box [1]. You can assign territories, display their boundaries and <a href="#find_territory_by_address">find territories by address</a>.
Territories are displayed by city , publisher , type or worked date [2 ] in the territory list box [1 ]. You can assign territories , display their boundaries and <a href="#find_territory_by_address">
find territories by address </a>
.
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Zbynda 14 October, 2020 11:47 .
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Territory Manager
Territory Manager
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Zbynda 14 October, 2020 11:47 .
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Take the following steps to start managing your territories:
Take the following steps to start managing your territories :
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Zbynda 14 October, 2020 11:48 .
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In the <a href="settings_territories.html">settings</a> add the cities that belong to your congregation's territory and the types of territories and addresses you want to use.
In the <a href="settings_territories.html">
settings </a>
add the cities that belong to your congregation 's territory and the types of territories and addresses you want to use .
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Zbynda 14 October, 2020 11:48 .
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Edit the <a href="#edit_territory_attributes">territory attributes</a> of the selected territory [4].
Edit the <a href="#edit_territory_attributes">
territory attributes </a>
of the selected territory [4 ].
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Zbynda 14 October, 2020 11:48 .
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Territory Map
Territory Map
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Zbynda 14 October, 2020 11:48 .
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Zoom to a Territory
Zoom to a Territory
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Zbynda 14 October, 2020 11:48 .
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Double-click a territory in the territory list box.
Double -click a territory in the territory list box .
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Zbynda 14 October, 2020 11:48 .
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The map is refreshed and displays the full extent of the selected territory.
The map is refreshed and displays the full extent of the selected territory .
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Zbynda 14 October, 2020 11:48 .
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Zoom to the Full Extent of the Congregation's Territory
Zoom to the Full Extent of the Congregation 's Territory
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Zbynda 14 October, 2020 11:48 .
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Press the <img src="../images/fullscreen_24x24.png" alt="" width="24" height="24" /> button
Press the <img src="../images/fullscreen_24x24.png" alt=" " width="24" height="24" />
button
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Zbynda 14 October, 2020 11:48 .
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The map is refreshed and displays the full extent of the congregation's territory.
The map is refreshed and displays the full extent of the congregation 's territory .
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Zbynda 14 October, 2020 11:48 .
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Show/Hide Territories
Show /Hide Territories
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Zbynda 14 October, 2020 11:48 .
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The map is refreshed and displays the territories according to the current setting.
The map is refreshed and displays the territories according to the current setting .
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Zbynda 14 October, 2020 11:49 .
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Show/Hide Markers
Show /Hide Markers
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Zbynda 14 October, 2020 11:49 .
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The map is refreshed and displays the markers according to the current setting.
The map is refreshed and displays the markers according to the current setting .
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Zbynda 14 October, 2020 11:49 .
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Switch Map Edit Mode
Switch Map Edit Mode
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Zbynda 14 October, 2020 11:49 .
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It is possible to switch between viewing and editing the map contents.
It is possible to switch between viewing and editing the map contents .
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Zbynda 14 October, 2020 11:49 .
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Depending on the selected mode different functions are available.
Depending on the selected mode different functions are available .
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Zbynda 14 October, 2020 11:49 .
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Find Territory by Address
Find Territory by Address
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Zbynda 14 October, 2020 11:49 .
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Click on the <strong>search</strong> field.
Click on the <strong>
search </strong>
field .
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Zbynda 14 October, 2020 11:49 .
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Type in the address.
Type in the address .
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Zbynda 14 October, 2020 11:49 .
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Hit the enter key. Markers show the search result in the map.
Hit the enter key . Markers show the search result in the map .
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Zbynda 14 October, 2020 11:49 .
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Click on the map and select the territory.
Click on the map and select the territory .
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Zbynda 14 October, 2020 11:49 .
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Edit Territories
Edit Territories
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Zbynda 14 October, 2020 11:49 .
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Add a Territory
Add a Territory
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Zbynda 14 October, 2020 11:50 .
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Use the <img src="../images/territory_add_24x24.png" alt="" width="24" height="24" /> button to add a territory.
Use the <img src="../images/territory_add_24x24.png" alt=" " width="24" height="24" />
button to add a territory .
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Zbynda 14 October, 2020 11:50 .
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Edit the territory attributes.
Edit the territory attributes .
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Zbynda 14 October, 2020 11:50 .
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Edit Territory Attributes
Edit Territory Attributes
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Zbynda 14 October, 2020 11:50 .
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Select the territory in the territory list box or in the map.
Select the territory in the territory list box or in the map .
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Zbynda 14 October, 2020 11:50 .
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Enter the territory number in the <strong>No.</strong> field.
Enter the territory number in the <strong>
No .</strong>
field .
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Zbynda 14 October, 2020 11:50 .
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In <strong>Locality</strong> type in the locality of the territory.
In <strong>
Locality </strong>
type in the locality of the territory .
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Zbynda 14 October, 2020 11:50 .
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Click in the <strong>City</strong> box and choose a city.
Click in the <strong>
City </strong>
box and choose a city .
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Zbynda 14 October, 2020 11:50 .
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Click in the <strong>Type</strong> box and choose a type.
Click in the <strong>
Type </strong>
box and choose a type .
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Zbynda 14 October, 2020 11:50 .
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Place the cursor in the <strong>Remark</strong> field and start typing, if you want to add a remark.
Place the cursor in the <strong>
Remark </strong>
field and start typing , if you want to add a remark .
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Zbynda 14 October, 2020 11:50 .
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Remove a Territory
Remove a Territory
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Zbynda 14 October, 2020 11:50 .
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Select a territory in the territory list box.
Select a territory in the territory list box .
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Zbynda 14 October, 2020 11:50 .
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Click the <img src="../images/territory_remove_24x24.png" alt="" width="24" height="24" /> button to remove the selected territory.
Click the   ;<img src="../images/territory_remove_24x24.png" alt=" " width="24" height="24" />
button to remove the selected territory .
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Zbynda 14 October, 2020 11:51 .
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Import Territory Boundaries
Import Territory Boundaries
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Zbynda 14 October, 2020 11:51 .
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Click the <img src="../images/import_24x24.png" alt="" width="24" height="24" /> button.
Click the <img src="../images/import_24x24.png" alt=" " width="24" height="24" />
button .
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Zbynda 14 October, 2020 11:51 .
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In the <strong>Import territory data</strong> dialog select the option <strong>Territory boundaries</strong>.
In the <strong>
Import territory data </strong>
dialog select the option <strong>
Territory boundaries </strong>
.
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Zbynda 14 October, 2020 11:51 .
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Click on the <img src="../images/browse_folder_24x24.png" alt="" width="24" height="24" /> button.
Click on the <img src="../images/browse_folder_24x24.png" alt=" " width="24" height="24" />
button .
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Zbynda 14 October, 2020 11:51 .
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Select a KML-file in the <strong>Open file</strong> dialog.
Select a KML -file in the <strong>
Open file </strong>
dialog .
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Zbynda 14 October, 2020 11:51 .
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Zbynda 14 October, 2020 11:51 .
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Territories are searched by the assigned <strong>Name</strong> field. If no territory is found, a new territory will be created. If the <strong>Description</strong> field is assigned, the corresponding value will be saved.
Territories are searched by the assigned <strong>
Name </strong>
field . If no territory is found , a new territory will be created . If the <strong>
Description </strong>
field is assigned , the corresponding value will be saved .
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Zbynda 14 October, 2020 11:51 .
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Zbynda 14 October, 2020 11:51 .
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Click on the <strong>Import</strong> button.
Click on the <strong>
Import </strong>
button .
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Zbynda 14 October, 2020 11:51 .
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Zbynda 14 October, 2020 11:51 .
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You can use <strong>Google Maps</strong> to create a KML-file. Sign in and create a map. When you finish drawing the shape of a territory, enter the territory number in the <strong>Name</strong> field and the locality in the <strong>Description</strong> field. Finally you can save your map by clicking on the <strong>Export to KML</strong> menu item.
You can use <strong>
Google Maps </strong>
to create a KML -file . Sign in and create a map . When you finish drawing the shape of a territory , enter the territory number in the <strong>
Name </strong>
field and the locality in the <strong>
Description </strong>
field . Finally you can save your map by clicking on the <strong>
Export to KML </strong>
menu item .
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Zbynda 14 October, 2020 11:52 .
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Remove a Territory's Boundary
Remove a Territory 's Boundary
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Zbynda 14 October, 2020 11:52 .
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Switch edit mode to edit territory boundaries <img src="../images/territory_edit_24x24.png" alt="" width="24" height="24" />.
Switch edit mode to edit territory boundaries <img src="../images/territory_edit_24x24.png" alt=" " width="24" height="24" />
.
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Zbynda 14 October, 2020 11:52 .
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Select a territory in the map.
Select a territory in the map .
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Zbynda 14 October, 2020 11:52 .
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In the <strong>Match KML Fields</strong> box choose the fields that correspond to the <strong>Name</strong> and <strong>Description</strong> of a territory in the KML-file.
In the <strong>
Match KML Fields </strong>
box choose the fields that correspond to the <strong>
Name </strong>
and <strong>
Description </strong>
of a territory in the KML -file .
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Zbynda 14 October, 2020 11:52 .
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Use the option <strong>Search by "Description" if territory is not found by "Name"</strong> to include the <strong>Description</strong> field also in the search.
Use the option <strong>
Search by "Description " if territory is not found by "Name "</strong>
to include the <strong>
Description </strong>
field also in the search .
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Zbynda 14 October, 2020 11:52 .
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Edit the territory <a href="territories_assignments.html">assignments</a>, <a href="territories_streets.html">streets</a> and <a href="territories_addresses.html">addresses</a> [6].
Edit the territory <a href="territories_assignments.html">
assignments </a>
, <a href="territories_streets.html">
streets </a>
and <a href="territories_addresses.html">
addresses </a>
[6 ].
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Zbynda 14 October, 2020 11:52 .
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Draw a Territory's Boundary
Draw a Territory 's Boundary
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Zbynda 14 October, 2020 11:52 .
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Select a territory in the territory list box or in the map.
Select a territory in the territory list box or in the map .
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Zbynda 14 October, 2020 11:52 .
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Click the <img src="../images/boundary_add_24x24.png" alt="" width="24" height="24" /> button.
Click the <img src="../images/boundary_add_24x24.png" alt=" " width="24" height="24" />
button .
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Zbynda 14 October, 2020 11:52 .
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Click along the corners of the territory area in the map. The new territory area is displayed in red.
Click along the corners of the territory area in the map . The new territory area is displayed in red .
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Zbynda 14 October, 2020 11:52 .
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Zoom in and snap to the corners of a neighboring territory to avoid holes between them. As you move the mouse close to a point of the boundary, the cursor signals when snapping is possible.
Zoom in and snap to the corners of a neighboring territory to avoid holes between them . As you move the mouse close to a point of the boundary , the cursor signals when snapping is possible .
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Zbynda 14 October, 2020 11:52 .
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Click with the right mouse button on the map to finish drawing.
Click with the right mouse button on the map to finish drawing .
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Zbynda 14 October, 2020 11:53 .
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Click the <img src="../images/boundary_remove_24x24.png" alt="" width="24" height="24" /> button.
Click the <img src="../images/boundary_remove_24x24.png" alt=" " width="24" height="24" />
button .
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Zbynda 14 October, 2020 11:53 .
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<a href="#add_territory">Add territories</a> by clicking the <img src="../images/territory_add_24x24.png" alt="" width="24" height="24" /> button [3]. You can <a href="#draw_territory_boundary">draw the boundaries</a> on the map and <a href="#split_territory">split territories</a>. It is also possible to <a href="#import_territory_boundaries">import territories</a> through a KML-file and <a href="territories_addresses.html#import_territory_addresses">import addresses</a> through a CSV-file [5].
<a href="#add_territory">
Add territories </a>
by clicking the   ;<img src="../images/territory_add_24x24.png" alt=" " width="24" height="24" />
button [3 ]. You can <a href="#draw_territory_boundary">
draw the boundaries </a>
on the map and <a href="#split_territory">
split territories </a>
. It is also possible to <a href="#import_territory_boundaries">
import territories </a>
through a KML -file and <a href="territories_addresses.html#import_territory_addresses">
import addresses </a>
through a CSV -file [5 ].
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Zbynda 14 October, 2020 11:53 .
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You can cancel drawing by pressing the <strong>Escape</strong> key and undo the last point by pressing the <strong>Backspace</strong> key.
You can cancel drawing by pressing the <strong>
Escape </strong>
key and undo the last point by pressing the <strong>
Backspace </strong>
key .
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Zbynda 14 October, 2020 11:53 .
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Split a Territory
Split a Territory
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Zbynda 14 October, 2020 11:53 .
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Split territory
Split territory
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Zbynda 14 October, 2020 11:53 .
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It is possible to split a territory and divide it into two parts. Each part will inherit the territory attributes (besides the territory number) and the record of assignments, while the addresses and streets will be divided according to the new boundaries.
It is possible to split a territory and divide it into two parts . Each part will inherit the territory attributes (besides the territory number ) and the record of assignments , while the addresses and streets will be divided according to the new boundaries .
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Zbynda 14 October, 2020 11:53 .
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Click the <img src="../images/boundary_split_24x24.png" alt="" width="24" height="24" /> button.
Click the <img src="../images/boundary_split_24x24.png" alt=" " width="24" height="24" />
button .
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Zbynda 14 October, 2020 11:53 .
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Click along the path [3] where you want to divide the territory.
Click along the path [3 ] where you want to divide the territory .
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Zbynda 14 October, 2020 11:53 .
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Start [1] and finish outside the territory and (if possible) snap to an existing point [2], before you continue drawing over the territory. Do it likewise before you leave the territory [4].
Start [1 ] and finish outside the territory and (if possible ) snap to an existing point [2 ], before you continue drawing over the territory . Do it likewise before you leave the territory [4 ].
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Zbynda 14 October, 2020 11:53 .
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Click around the area [5] you want to cut off. This part will be used to create a new territory.
Click around the area [5 ] you want to cut off . This part will be used to create a new territory .
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Zbynda 14 October, 2020 11:53 .
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Click with the right mouse button on the map to finish drawing and to split the selected territory.
Click with the right mouse button on the map to finish drawing and to split the selected territory .
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Zbynda 14 October, 2020 11:54 .
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Getting Started
Getting Started
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Table of Contents
Table of Contents
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Getting Started
Getting Started
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Territory Map
Territory Map
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Edit Territories
Edit Territories
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Working with GIS
Working with GIS
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Territories - Assignments
Territories - Assignments
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Check Out a Territory
Check Out a Territory
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Zbynda 14 October, 2020 11:55 .
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Select the territory, that you want to assign to a publisher by clicking on it either in the map or in the territory list box.
Select the territory , that you want to assign to a publisher by clicking on it either in the map or in the territory list box .
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Zbynda 14 October, 2020 11:55 .
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Zbynda 14 October, 2020 11:55 .
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If the territory is already assigned to someone, the current day is set as <strong>Checked back in</strong> date, and the territory is assigned to the same publisher again with the following day as <strong>Checked out</strong> date.
If the territory is already assigned to someone , the current day is set as <strong>
Checked back in </strong>
date , and the territory is assigned to the same publisher again with the following day as <strong>
Checked out </strong>
date .
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Zbynda 14 October, 2020 11:55 .
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Click on the <strong>Publisher</strong> field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to.
Click on the <strong>
Publisher </strong>
field in the new row to open the drop -down list of publishers and select the publisher to whom the territory should be assigned to .
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Zbynda 14 October, 2020 11:55 .
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Enter the date in the <strong>Checked Out</strong> field when the territory has been checked out.
Enter the date in the <strong>
Checked Out </strong>
field when the territory has been checked out .
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Zbynda 14 October, 2020 12:02 .
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Check Back in
Check Back in
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Zbynda 14 October, 2020 12:03 .
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Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to.
Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to .
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Zbynda 14 October, 2020 12:03 .
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Enter the date in the <strong>Checked Back In</strong> field when the territory has been turned in.
Enter the date in the <strong>
Checked Back In </strong>
field when the territory has been turned in .
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Zbynda 14 October, 2020 12:03 .
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When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved.
When dates for the assignments are entered , a validation takes place to check for instance if date ranges of different assignments overlap . Invalid date ranges are marked with a red box . If the input cannot be recognized as a valid date , the text color is red and cannot be saved .
changed by
Zbynda 14 October, 2020 12:03 .
▻
Remove an Assignment
Remove an Assignment
changed by
Zbynda 14 October, 2020 12:03 .
▻
Select the row in the territory assignments list box that you want to remove.
Select the row in the territory assignments list box that you want to remove .
changed by
Zbynda 14 October, 2020 12:03 .
▻
Click the <img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" /> button.
Click the <img src="../images/territory_discard_24x24.png" alt=" " width="24" height="24" />
button .
changed by
Zbynda 14 October, 2020 12:03 .
▻
Find Territories Assigned to a Certain Publisher
Find Territories Assigned to a Certain Publisher
changed by
Zbynda 14 October, 2020 12:03 .
▻
Select <strong>Publisher</strong> in the <strong>Group by</strong> box.
Select <strong>
Publisher </strong>
in the <strong>
Group by </strong>
box .
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Zbynda 14 October, 2020 12:03 .
▻
The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node.
The territory list box displays now the list of publishers who are assigned to a territory . Search for the name of the publisher and expand the corresponding node .
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Zbynda 14 October, 2020 12:03 .
▻
Find Unassigned Territories
Find Unassigned Territories
changed by
Zbynda 14 October, 2020 12:03 .
▻
Expand the <strong>Not assigned</strong> item.
Expand the <strong>
Not assigned </strong>
item .
changed by
Zbynda 14 October, 2020 12:03 .
▻
Click the <img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" /> button on the <strong>Assignments</strong> tab to add a new row in the assignments table.
Click the <img src="../images/territory_check_out_24x24.png" alt=" " width="24" height="24" />
button on the <strong>
Assignments </strong>
tab to add a new row in the assignments table .
changed by
Zbynda 14 October, 2020 12:04 .
▻
Territories - Addresses
Territories - Addresses
changed by
Zbynda 14 October, 2020 12:04 .
▻
changed by
Zbynda 14 October, 2020 12:04 .
▻
Add an Address
Add an Address
changed by
Zbynda 14 October, 2020 12:04 .
▻
Select a territory.
Select a territory .
changed by
Zbynda 14 October, 2020 12:04 .
▻
Click the <img src="../images/territory_add_address_24x24.png" alt="" width="24" height="24" /> button on the <strong>Addresses</strong> tab to add a new row in the addresses list box.
Click the <img src="../images/territory_add_address_24x24.png" alt=" " width="24" height="24" />
button on the <strong>
Addresses </strong>
tab to add a new row in the addresses list box .
changed by
Zbynda 14 October, 2020 12:04 .
▻
Enter the address components in the <strong>Add address</strong> dialog.
Enter the address components in the <strong>
Add address </strong>
dialog .
changed by
Zbynda 14 October, 2020 12:04 .
▻
changed by
Zbynda 14 October, 2020 12:04 .
▻
The necessary fields may vary from country to country.
The necessary fields may vary from country to country .
changed by
Zbynda 14 October, 2020 12:04 .
▻
changed by
Zbynda 14 October, 2020 12:04 .
▻
Try different approaches if no or a wrong address is found like entering or omitting fields such as <strong>Country</strong> or <strong>State</strong>.
Try different approaches if no or a wrong address is found like entering or omitting fields such as <strong>
Country </strong>
or <strong>
State </strong>
.
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Zbynda 14 October, 2020 12:04 .
▻
Click on the <strong>Search</strong> button.
Click on the <strong>
Search </strong>
button .
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Zbynda 14 October, 2020 12:04 .
▻
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 .
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Zbynda 14 October, 2020 12:04 .
▻
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 .
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Zbynda 14 October, 2020 12:04 .
▻
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 .
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Zbynda 14 October, 2020 12:05 .
▻
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>
.
changed by
Zbynda 14 October, 2020 12:05 .
▻
Import Addresses
Import Addresses
changed by
Zbynda 14 October, 2020 12:05 .
▻
Select the territory where you want to import the addresses.
Select the territory where you want to import the addresses .
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Zbynda 14 October, 2020 12:05 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:05 .
▻
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>
.
changed by
Zbynda 14 October, 2020 12:05 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:05 .
▻
Select a CSV-file in the <strong>Open file</strong> dialog.
Select a CSV -file in the <strong>
Open file </strong>
dialog .
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Zbynda 14 October, 2020 12:05 .
▻
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>
.
changed by
Zbynda 14 October, 2020 12:05 .
▻
The first row of the CSV-file must contain the field names.
The first row of the CSV -file must contain the field names .
changed by
Zbynda 14 October, 2020 12:05 .
▻
Select an entry in the <strong>Address type</strong> field.
Select an entry in the <strong>
Address type </strong>
field .
changed by
Zbynda 14 October, 2020 12:06 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:06 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Click on the <strong>Import</strong> button.
Click on the <strong>
Import </strong>
button .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Edit an Address
Edit an Address
changed by
Zbynda 14 October, 2020 12:06 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:06 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Edit the address components in the <strong>Edit address</strong> dialog.
Edit the address components in the <strong>
Edit address </strong>
dialog .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Click in the <strong>Name</strong> field and edit the name.
Click in the <strong>
Name </strong>
field and edit the name .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Zoom to an Address
Zoom to an Address
changed by
Zbynda 14 October, 2020 12:06 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:06 .
▻
Switch to the <strong>Map</strong> tab.
Switch to the <strong>
Map </strong>
tab .
changed by
Zbynda 14 October, 2020 12:06 .
▻
The map is refreshed and displays the selected address in the center.
The map is refreshed and displays the selected address in the center .
changed by
Zbynda 14 October, 2020 12:07 .
▻
Correct Map Position of an Address
Correct Map Position of an Address
changed by
Zbynda 14 October, 2020 12:07 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:07 .
▻
Click and hold a marker symbol.
Click and hold a marker symbol .
changed by
Zbynda 14 October, 2020 12:07 .
▻
Drag the marker to the new position and release the mouse button.
Drag the marker to the new position and release the mouse button .
changed by
Zbynda 14 October, 2020 12:07 .
▻
Reassign Address to another Territory
Reassign Address to another Territory
changed by
Zbynda 14 October, 2020 12:07 .
▻
Select the territory to which you want to assign an address.
Select the territory to which you want to assign an address .
changed by
Zbynda 14 October, 2020 12:07 .
▻
Right-click an address marker in the map.
Right -click an address marker in the map .
changed by
Zbynda 14 October, 2020 12:07 .
▻
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>
.
changed by
Zbynda 14 October, 2020 12:07 .
▻
Remove an Address
Remove an Address
changed by
Zbynda 14 October, 2020 12:07 .
▻
Through Marker's Context Menu
Through Marker 's Context Menu
changed by
Zbynda 14 October, 2020 12:11 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:11 .
▻
Through the <strong>Addresses</strong> Tab
Through the <strong>
Addresses </strong>
Tab
changed by
Zbynda 14 October, 2020 12:11 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:11 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:11 .
▻
Choose a filename and click on the <strong>Save</strong> button.
Choose a filename and click on the <strong>
Save </strong>
button .
changed by
Zbynda 14 October, 2020 12:12 .
▻
changed by
Zbynda 14 October, 2020 12:12 .
▻
Settings - Territories
Settings - Territories
changed by
Zbynda 14 October, 2020 12:12 .
▻
changed by
Zbynda 14 October, 2020 12:12 .
▻
changed by
Zbynda 14 October, 2020 12:12 .
▻
changed by
Zbynda 14 October, 2020 12:12 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:12 .
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Add a City to the List
Add a City to the List
changed by
Zbynda 14 October, 2020 12:12 .
▻
In the <strong>Settings</strong> select the <strong>Territories</strong> page.
In the <strong>
Settings </strong>
select the <strong>
Territories </strong>
page .
changed by
Zbynda 14 October, 2020 12:12 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:12 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
Remove a City from the List
Remove a City from the List
changed by
Zbynda 14 October, 2020 12:13 .
▻
Select a row from the list on the <strong>Cities</strong> tab.
Select a row from the list on the <strong>
Cities </strong>
tab .
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
Territory Types
Territory Types
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
Add a Territory Type to the List
Add a Territory Type to the List
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
Remove a Territory Type from the List
Remove a Territory Type from the List
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
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 .
changed by
Zbynda 14 October, 2020 12:13 .
▻
changed by
Zbynda 14 October, 2020 12:13 .
▻
Address types can be used to categorize addresses.
Address types can be used to categorize addresses .
changed by
Zbynda 14 October, 2020 12:14 .
▻
changed by
Zbynda 14 October, 2020 12:14 .
▻
Add an Address Type to the List
Add an Address Type to the List
changed by
Zbynda 14 October, 2020 12:14 .
▻
Enter the <strong>Type number</strong> and <strong>Name</strong> in the <strong>Address types</strong> field.
Enter the <strong>
Type number </strong>
and <strong>
Name </strong>
in the <strong>
Address types </strong>
field .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Select a <strong>Color</strong> for the corresponding markers in the map.
Select a <strong>
Color </strong>
for the corresponding markers in the map .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Press the <img src="../images/add_24x24.png" alt="" width="24" height="24" /> button to add the new address type.
Press the <img src="../images/add_24x24.png" alt=" " width="24" height="24" />
button to add the new address type .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Remove an Address Type from the List
Remove an Address Type from the List
changed by
Zbynda 14 October, 2020 12:14 .
▻
Select a row from the list in the <strong>Address types</strong> field.
Select a row from the list in the <strong>
Address types </strong>
field .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Press the <img src="../images/remove_24x24.png" alt="" width="24" height="24" /> button to remove the selected address type.
Press the <img src="../images/remove_24x24.png" alt=" " width="24" height="24" />
button to remove the selected address type .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Set the Scale of Address Markers
Set the Scale of Address Markers
changed by
Zbynda 14 October, 2020 12:14 .
▻
It is possible to adjust the size of the address markers in the map.
It is possible to adjust the size of the address markers in the map .
changed by
Zbynda 14 October, 2020 12:14 .
▻
Under <strong>Configuration</strong> change the value of the <strong>Scale</strong> field.
Under <strong>
Configuration </strong>
change the value of the <strong>
Scale </strong>
field .
changed by
Zbynda 14 October, 2020 12:15 .
▻
Set the Default Address Type
Set the Default Address Type
changed by
Zbynda 14 October, 2020 12:15 .
▻
You can set a default address type that will be used when new addresses are added.
You can set a default address type that will be used when new addresses are added .
changed by
Zbynda 14 October, 2020 12:15 .
▻
Under <strong>Configuration</strong> click the <strong>Default address type</strong> drop-down list and select the type you want to use as default.
Under <strong>
Configuration </strong>
click the <strong>
Default address type </strong>
drop -down list and select the type you want to use as default .
changed by
Zbynda 14 October, 2020 12:15 .
▻
Geo Services
Geo Services
changed by
Zbynda 14 October, 2020 12:15 .
▻
Geo services are used to display and print maps or to geocode addresses.
Geo services are used to display and print maps or to geocode addresses .
changed by
Zbynda 14 October, 2020 12:15 .
▻
changed by
Zbynda 14 October, 2020 12:15 .
▻
In the <strong>Settings</strong> select the <strong>Geo Services</strong> tab on the <strong>Territories</strong> page.
In the <strong>
Settings </strong>
select the <strong>
Geo Services </strong>
tab on the <strong>
Territories </strong>
page .
changed by
Zbynda 14 October, 2020 12:15 .
▻
Enter the API key next to the <strong>Google</strong> label.
Enter the API key next to the <strong>
Google </strong>
label .
changed by
Zbynda 14 October, 2020 12:15 .
▻
changed by
Zbynda 14 October, 2020 12:15 .
▻
The Google Geo Service is not available for displaying maps in TheocBase, but it can be used for geocoding addresses and printing maps.
The Google Geo Service is not available for displaying maps in TheocBase , but it can be used for geocoding addresses and printing maps .
changed by
Zbynda 14 October, 2020 12:15 .
▻
changed by
Zbynda 14 October, 2020 12:15 .
▻
Enter the App Id and App Code next to the <strong>Here</strong> label.
Enter the App Id and App Code next to the <strong>
Here </strong>
label .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Set the Default Geo Service
Set the Default Geo Service
changed by
Zbynda 14 October, 2020 12:16 .
▻
You can set a default geo service that will be used to display and print maps and to geocode new addresses.
You can set a default geo service that will be used to display and print maps and to geocode new addresses .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Click the <strong>Default</strong> drop-down list and select the geo service you want to use as default.
Click the <strong>
Default </strong>
drop -down list and select the geo service you want to use as default .
changed by
Zbynda 14 October, 2020 12:16 .
▻
changed by
Zbynda 14 October, 2020 12:16 .
▻
Street types can be used to categorize streets.
Street types can be used to categorize streets .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Add a Street Type to the List
Add a Street Type to the List
changed by
Zbynda 14 October, 2020 12:16 .
▻
In the <strong>Settings</strong> select the <strong>Streets</strong> tab on the <strong>Territories</strong> page.
In the <strong>
Settings </strong>
select the <strong>
Streets </strong>
tab on the <strong>
Territories </strong>
page .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Enter the <strong>Name</strong> in the <strong>Street types</strong> field.
Enter the <strong>
Name </strong>
in the <strong>
Street types </strong>
field .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Select a <strong>Color</strong> that should be used to highlight the street.
Select a <strong>
Color </strong>
that should be used to highlight the street .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Press the <img src="../images/add_24x24.png" alt="" width="24" height="24" /> button to add the new street type.
Press the <img src="../images/add_24x24.png" alt=" " width="24" height="24" />
button to add the new street type .
changed by
Zbynda 14 October, 2020 12:16 .
▻
Remove a Street Type from the List
Remove a Street Type from the List
changed by
Zbynda 14 October, 2020 12:18 .
▻
Select a row from the list in the <strong>Street types</strong> field.
Select a row from the list in the <strong>
Street types </strong>
field .
changed by
Zbynda 14 October, 2020 12:18 .
▻
Press the <img src="../images/remove_24x24.png" alt="" width="24" height="24" /> button to remove the selected street type.
Press the <img src="../images/remove_24x24.png" alt=" " width="24" height="24" />
button to remove the selected street type .
changed by
Zbynda 14 October, 2020 12:18 .
14 Oct from 11:12am to 12:18pm