Create a Location
Creating a Location
is done on the Territory Edit
Switch to edit mode
(if you are not sure how to do this check out the View and Edit Basics
A Location can be created in a number of different ways.
Two common practices is to use the search
functionality or to use the draw tool
Creating With the Draw Tool
The draw tool has a variety of different location types
They are used the same way as the territory tool; simply select the tool you wish to use as shown in the image below and then click
on the map
where you would like the location marker.
Creating Using the Search
The search functionality can also be used to create a Location.
Simply right-click (or ctrl+click)
on the search marker and create the Location of choice as shown in the image below.
Once you have selected what you would like to create, a creation dialog will appear allowing you to fill in information about the Location.
An example of the dialog is shown in the image below.
The address related fields are automatically
filled in by reverse geocoding
the coordinates provided.
At times the address may not be as expected or incorrect so it is important to read over the fields carefully.
button will save your Location to the map, similar to the Location depicted in the image below.
For more information about the properties of Locations take a look at the Properties