Capacity Planning (CP) is a new feature available in 3.19.x. CP allows an analyst to estimate the necessary manpower (workload) for a given region based on historical service records (work orders.) The estimated workload is broken down by service date and the results are displayed in the statistics panel which provides additional information such as […]
EasyTerritory is excited to announce the updates that will be included in the September 2018 release, which will include improvements to our Partitioning feature and enhancements to the Markup panel! Improvements to the Partitioning Feature! -With the new release, EasyTerritory users now have the ability to partition points by the number of hours that a […]
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 […]
