Did you know that, in addition to the various out-of-the-box geography layers EasyTerritory has, users can also add their own custom layer to the catalog? Say for instance a user has created this project for his territories in the state of Texas: Now imagine another user needs to create his own project, and he needs […]
There are a variety of ways EasyTerritory users can build their territories. Many users will build territories by geographical boundaries, things like ZIP codes, county boundaries, or even state or country boundaries. Some users prefer to build their own territory boundaries manually using EasyTerritory’s drawing tools. There is another option for building territories as well. […]
EasyTerritory is pleased to announce our July 2018 release! This July release (EasyTerritory v3.12.00) includes several new features, but what we are most excited about is the ability to integrate with new CRM platforms. NEW CRM INTEGRATION! Most users know EasyTerritory has long had the ability to integrate with Microsoft Dynamics 365. With the July […]
If your organization has sales or service territories assigned to a specific sales or service rep, it is possible that you also have managers who are assigned to oversee multiple service reps, who thus have responsibility for multiple territories. Now EasyTerritory is the leading map-based territory management software, but did you know you can also […]
Most EasyTerritory users know about the various drawing tools found in the “Shape Editor” panel. Using these tools an EasyTerritory user can draw a circle, a rectangle, or their own polygon onto the map. A new feature which users may not be aware of is the “lasso” feature using the polygon drawing tool. Historically, the […]
If you are an EasyTerritory user, then likely you are aware of the extensive layer catalog that comes out-of-the-box with EasyTerritory. You can access ZIP code boundaries, ZIP code center points, US county boundaries, US county center points, US state boundaries, as well as several layers representing international civic boundaries. What you may not be […]
Are you aware of the various keyboard shortcuts available to help streamline your experience using EasyTerritory? Here are some of the most helpful shortcuts featured in EasyTerritory: For a quick zoom into a particular spot on the map, simply hold down the Ctrl key, click and drag an envelope on the map, and EasyTerritory will […]
We are pleased to announce that EasyTerritory has been expanded to include integration with SugarCRM! SugarCRM customers are now able to map their records directly from their CRM into EasyTerritory, use EasyTerritory to update their records, and write their updates from EasyTerritory back into SugarCRM. Customers can use EasyTerritory’s ability to write back to SugarCRM […]
The team has been working hard to bring to market our Version 3 release of EasyTerritory, and it is finally here! This release is a significant product change delivering primarily on two fronts: authentication and mobile access. Azure AD Support Version 3 supports Azure Active Directory and ADFS 2016 with OpenID Connect. If you are […]
We are proud to announce that EasyTerritory’s Managed Solution for Dynamics 365 is now available on Microsoft’s Appsource. Login to Microsoft’s Appsource and search for EasyTerritory. Download our Managed Solution for the following features: Geocode Workflow Plugin: Geocode records using Bing Maps in any entity that include an address, city, state or postal code fields. […]
