Working Locations
Once locations have been
added to a territory as described in the
adding locations guide, they can begin to be
worked through by publishers.
The below mentioned functionality is only
available to congregations
not under GDPR regulations.
Recording visits
Recording visits or
not at homes can be done by simply
clicking on the visit button as shown below.
A publisher can quickly record any visits for a given
assignment.
The visits are directly connected to a territory assignment and
do not carry over into other assignments of the same territory.
Tagging
Locations can be
tagged by a publisher.
The tags are
fully customizable in both
name and
color as to a publishers preference.
A preset of tags is provided but a publisher is encouraged to
add their own or
delete tags not relevant to them as shown below.
Any number of tags can be connected to a location and then easily
viewed or
searched for in any location listing.
Notes
Additional
notes or
comments can be made for a location as shown below. A publisher may want to record details about the location, placements or any other details relevant to the address.
Details
Clicking on a
locations details button as shown below exposes many of the
properties for a location such as the address, status and location type.
A publisher can change many of the fields depending on congregation settings as shown below.
Units can also be added to a location. As well,
directions can be easily retrieved and a publisher can also
share any details about a location using the
share button as shown below.