EasyTerritory End User Documentation

Application Overview

Lay Out
  • Layer legend: 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.
  • Version 2.72.3+

Keyboard Shortcuts

EasyTerritory Keyboard Shortcuts
  • 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
  • All Versions

Uploading Territory Data

Territory Builder
  • 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.
  • Version 2.0.11+

Realign Territories

  • 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.
  • Version 2.26.1+

Upload Data to Create Points

Uploading data tutorial
  • Formating and preparing data in .csv for upload.
  • Upload .csv into EasyTerritory to Geocode.
  • Configuring and adding flags to the record columns.
  • Record callout.
  • Filter and classify records.
  • Version 2.0.11+

Integrating with Microsoft Dynamics 365

  • Accomplished through managed solution.
  • Moving data from Dynamics into EasyTerritory via Advanced Find View.
  • Save territory alignment from EasyTerritory back to Dynamics.
  • Version 2.0.11+

Editing Geocoded 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.
  • Version 2.55.6+

Join Tabular Data

  • 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.
  • Version 2.29.8+

Managed Project Support

  • Overview of Managed Project Support.
  • Assigning manager coverage area
  • Setting up managing and managed projects
  • Limiting Manager query results to avoid overlaps or gaps in coverage
  • More information
  • Version 3.12+

Show Statistics on Territories

  • Viewing basic and detailed statistics from a territory.
  • Viewing statistics across all territories
  • Export statistic data to excel.
  • Version 2.26.1+

Partitioning Services

  • 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.
  • Version 2.17.8+

Advanced Partitioning

  • Querying records and reordering specific records in data grid.
  • Create partitions based on specific records.
  • Configuring and editing partitions.
  • Viewing shape stats of partitions.
  • Route partitions.
  • Version 2.55.6+


  • Selecting records to include in your route.
  • Order of stops on your route.
  • Configure settings in create route diologue.
  • Review route and print 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.
  • All Versions


  • Configuring columns to allow scheduling feature.
  • Create partion by using schedule tool.
  • Displaying scheduled visit partitions.
  • Find route.
  • Version 2.29.8+

Create Rings

  • 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.
  • Version 2.77.7+

Mobile Sales Productivity

  • Add a route to the data grid.view.
  • Add route to mobileview.
  • View mobile view.
  • Edit mobile view.
  • Link to share mobile view via e-mail.
  • Version 2.58.2+