TheocBase/TheocBase
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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.
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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_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. -
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 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 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. -
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. -
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>. -
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. -
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. -
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. -
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>. -
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. -
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. -
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. -
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. -
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. -
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. -
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.