TheocBase/TheocBase
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Find Unassigned Territories
Find Unassigned Territories
Find Unassigned Territories -
Expand the <strong>Not assigned</strong> item.
Expand the
<strong>Not assigned</strong>item.Expand the<strong>Not assigned</strong>item. -
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.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. -
Territories - Addresses
Territories - Addresses
Territories - Addresses -
Territories
Territories
Territories -
Add an Address
Add an Address
Add an Address -
Select a territory.
Select a territory.
Select a territory. -
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.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. -
Enter the address components in the <strong>Add address</strong> dialog.
Enter the address components in the
<strong>Add address</strong>dialog.Enter the address components in the<strong>Add address</strong>dialog. -
Poznámka:
Poznámka:
Note: -
The necessary fields may vary from country to country.
The necessary fields may vary from country to country.
The necessary fields may vary from country to country. -
Tip:
Tip:
Tip: -
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>.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>. -
Click on the <strong>Search</strong> button.
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.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 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.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>.You can choose a default address type in the<a href="settings_territories.html#default_address_type">settings</a>. -
Import Addresses
Import Addresses
Import Addresses -
Select the territory where you want to import the addresses.
Select the territory where you want to import the addresses.
Select the territory where you want to import the addresses.