Creating a New Entry/Contact in the Route4Me Address Book List
Your Route4Me Address Book List is a centralized database where you and your team members can securely store the information about customers’ locations, depots, commercial facilities, warehouses, and any other relevant prospects and real-world locations. The contacts in the Address Book List can be used for generating orders, inserting into the best routes or planning entirely new routes, and more. All contacts that are saved and modified in your Address Book List can be automatically synchronized across all associated and authorized devices in real time. Thus, whenever you create a new entry in the Address Book List from the Route4Me Web Platform, it instantly becomes available on Route4Me’s iOS and Android apps.
To create a new entry/contact in your Route4Me Address Book, first, go to “Address Book List” from the navigation menu.
Next, go to “File” in the top left corner of the screen and then select “Add Address” from the list.
In the “Add Address” window, first, input full or partial address of the contact into the corresponding field. When you input a partial or incorrect address, the system automatically geocodes it and suggests one or multiple valid variants of the address. Select one of the suggested variants and make sure that the red dot turns to green, meaning that the address is valid and properly geocoded.
Next, input the alias (custom name) of the contact into the corresponding field. When creating a new alias for a contact, make sure that it is easily identifiable and corresponds to particular features of its associated prospect or address.
After that, you can choose a particular color and icon that you want to represent the contact on the map (i.e., in the Address Book Map).
In the “Location Details” tab, first, assign the contact to a particular Search Group using the corresponding field. To learn more about using Search Groups, visit this page.
After that, fill out the rest of the fields in the “Location Details” tab with the contact information of the associated prospect.
To add custom data that does not fit into the pre-set fields in the “Add Address” window, click on the “Edit Custom Data” button. To learn more about adding and managing custom data, visit this page.
In the “Business Details” tab, you can define the following order information of the associated customer: Pieces, Weight, Cube, Reference No, Revenue, and Priority, as well as select the preferred “Address Stop Type.”
In the “Time Windows” tab, you can add two time windows for the contact’s visitation hours, as well as define the service time for the contact’s location. To learn more about routing with time windows, visit this page. You can also learn more about planning routes with service times on this page.
In the “Schedule” tab, you can create one or multiple custom recurring visitation schedules. To learn more about creating schedules for repetitive visitations, visit this page.
After filling out the contact’s details, click on the “Add” button to save the contact into your Route4Me Address Book.
Once the contact’s profile is saved, it is added to your Route4Me Address Book where you can view and modify it, as well as use it for generating orders, inserting into the best routes or planning entirely new routes, and more.
When you use contacts from your Route4Me Address Book for planning routes, all data from these contacts’ profiles is automatically attached to the corresponding route stops. To view or modify the information of a particular contact in the planned route, open the menu of the corresponding route stop in the Route Editor. NOTE: When you edit the details of a particular customer in the Route Editor (in the planned route), these changes do not affect the profile of the associated contact in the Address Book List.
Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that any changes made from the Route4Me Web Platform can be automatically synchronized with Route4Me’s iOS and Android mobile apps in a matter of seconds. Thus, managers and dispatchers back at the office can create new entries in the shared Address Book, and the drivers who are out in the field will be able to view and use them right away.
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