TheocBase/TheocBase

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.

Remove an Assignment

Select the row in the territory assignments list box that you want to remove.

Click the <img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" /> button.

Find Territories Assigned to a Certain Publisher

Select <strong>Publisher</strong> in the <strong>Group by</strong> box.

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.

Find Unassigned Territories

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.

Territories - Addresses

Add an Address

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.

Enter the address components in the <strong>Add address</strong> dialog.

Note:

The necessary fields may vary from country to country.

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>.