- Application Section
- Getting Started
- Uploading Data
- Territory Management
- Buisness Intelligence
- Aggregation and Clustering
- Sales and service planning
- Admin Section
- Layers and the Catalog
- Configure Client-Side Layers
- Configure Server-Side Layers
- Advanced Settings
- Features by Layer Type
- Setup Documentaton
- Basic Data Management
- EasyTerritory Plugins
- CRM Plugins
- CRM Web Resources
- CRM Integration
EasyTerritory Help Documentation
Please click on the any of the below images to view a tutorial of specific features in EasyTerritory.
Our team strives to continually improve the help documentation. If you have questions or comments about the help docs, please email firstname.lastname@example.org. Documentation for IT admins.
-Layer lengend: understanding client and server layers.
-Editing client side layers and configuring record columns.
-Working with the data grid.
-Markup panel and shape stats.
-Using EasyTerritory icons: rolodex, save, and identify.
-Shape editor panel: using selection tool, drawing tools, and point drop.
-Undo/ redo operation: CTRL + Z/ Shift + Z
-Add record to data grid: CTRL + Click
-Deselect record in data grid: CTRL + SHIFT + Click
-Reorder records in data gird: CTRL Up/Down Arrow
-Add/Remove record to partion: CTRL + Click/ CTRL + Shift + Click
-View components in territory: CTRL + Click on territory.
-Zoom into a specific area: CTL + CLick and Drag
-Formating and preparing data in .csv for upload.
-Upload .csv into EasyTerritory to Geocode.
-Configuring and adding flags to the record columns.
-Filter and classify records.
-Record editing prerequisites.
-Identify record to edit
-Relocate record by entering a new street address
-Relocate feature by clicking on the map
-Edit record's attributes
-Add a new record and delete record.
-Join data with a specific map layer.
-Upload data and choose from upload activity options.
-Configure columns in your new map layer.
-Classify data and visual presentation of data on map.
-Format and prepare territory data in .csv for upload.
-Add necessary map layers that corresponds with .csv data.
-Using cleanup options to your .csv data before uploading.
-Markup builder and working with markup panel.
-Add new boundaries to territory.
-Using shape stats to help make decisions about realigning territories.
-Realign an existing territory with an adjacent territory.
-Editing territory name and color.
-Realign an exisitng into a new territory.
-Querying point records in a territory.
-Parition territory into clusters.
-Using markup workflow panel.
-Creating sub territories from an existing territory.
-Viewing basic and detailed statistics from a territory.
-Viewing statitics across all territories
-Export statistic data to excel.
-Creating partition and working with settings dialogue.
-Partioning into clusters based on drive time and delay.
-Manually adjust points in cluster.
-Create route from cluster.
- Querying records and reordering specific records in data grid.
-Create partitions based on specific records.
-Configuring and editing partitions.
-Viewing shape stats of partitions.
-Selecting records to include in your route.
-Order of stops on your route.
-Configure settings in create route diologue.
-Review and pring route turn by turn directions.
-Create routes with serveral stops using the polygon tool.
-Create routes using records from two different layers.
-View route and export.
-Configuring columns to allow scheduling feature.
-Create partion by using schedule tool.
-Displaying scheduled visit partitions.
-Create rings from the callout.
-Configure straight-line distance or travel time rings.
-Configure mulitiple rings.
-Clip interior portion of each ring.
-Set rings as a markup group.
-Add a route to the data grid.
-Add route to mobile
-View mobile view.
-Edit mobile view.
-Link to share mobile view via e-mail.