Edit and Delete
A territory type may be
renamed,
changed, or
deleted.
Territory type editing is handled on the
Territories page.
Switch to
edit mode (if you are not sure how to do this check out the
View and Edit Basics guide).
Territory types have a number of properties and fields, all of which can be changed.
Rename
A territory type can be
renamed by
clicking on the territory type name.
A text field will appear in which a new name for the territory type can be entered similar to the image shown below.
Code
A territory type can also be assigned a
code by
clicking on the code field as shown in the image below.
The
code is a way to provide a shortened name for your territories, similar to what is done in the
Demo.
The code will be used
anywhere a territory of that type is shown in the application.
Color
The color of a territory type is purely visual and to help easily separate one territory type from another on the map.
Changing the color is depicted in the image below.
Delete
Deleting a territory type will
delete all territories, territory assignments, houses, do not calls, and any other items associated with the territory type.
To delete a territory type, simply
click on the
delete button as depicted in the image below.
All changes made to the territory type will be
saved immediately upon completion.