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Various details about a Location can be changed at any time.
These changes will take effect
immediately and will be visible throughout the the application.
Changing a Location's properties is done on the
Territory Edit page.
Switch to
edit mode, if you are not sure how to do this check out the
View and Edit Basics guide.
To view or change a Location's properties,
right-click (or ctrl+click) on the
marker found on the
map.
A context menu will appear for the marker where the
properties option can be
selected as shown in the image below.
Territory
The territory the Location is associated with.
When creating a Location, the territory will automatically be filled in with the territory are currently
working on.
Location type
The Location type.
There can be a variety of different types of locations, from houses, apartments, businesses, and many more.
Number
The building number.
The number will be shown as a label under the marker displayed on the map.
Address
The formatted address displayed for the Location.
Street
The street name the Location resides on.
Location on the same street will appear together on the
print and
individual territory page.
City
The city in which the Location resides.