TheocBase/TheocBase
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Select the menu item <img src="../images/boundary_join_24x24.png" alt="" width="24" height="24" /> <strong>Join to the selected territory</strong>.
Select the menu item
<img src="../images/boundary_join_24x24.png" alt="" width="24" height="24" /><strong>Join to the selected territory</strong>. -
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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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. -
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. -
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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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. -
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_discard_24x24.png" alt="" width="24" height="24" /> button.
Click the
<img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" />button. -
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>.