EasyTerritory End User Documentation

Application Overview

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+

Routing

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

Scheduling

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+