Edit Addresses and Customer Profiles – Address Book List
Route4Me route optimization software enables you to not only route your customer addresses but also store these addresses in a secure and centralized database. When using Route4Me’s Address Book List, you and your team members can securely store and edit the information about customers’ locations, depots, commercial facilities, warehouses, prospects, and any other relevant real-world locations. All customer profiles 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 edit the details of a particular customer in the Address Book List from the Route4Me Route Optimization Web Platform, these updates instantly become available on Route4Me’s iOS and Android multi stop Route Planner apps.
To edit the contact information, customer addresses, or make updates to the profile of a particular customer or prospect in your Route4Me Address Book, first, go to Address Book List from the navigation menu.
Next, right-click on the customer or prospect profile that you want to modify and then select Edit from the list. Alternatively, click on the Edit button in the Actions column.
In the Edit Address window, you can update the customer addresses using 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.
In the Alias field, you can edit the internal custom-defined name of the customer’s profile. When creating a new alias for a customer, make sure that it is easily identifiable and corresponds to particular features of its associated prospect or address.
To change the color that represents the contact on the map, select one of the available colors in the corresponding field. To select a custom icon for the contact, first, click on the current icon and then select the new icon from the list.
In the Location Details tab, use the Group field to include the customer into a particular Search Group.
To edit the available contact information of the customer, use the corresponding fields in the Location Details tab.
To add new or edit existing custom data, click on the Edit Custom Data button.
In the Business Details tab, you can edit the following order information of the customer: Pieces, Weight, Cube, Reference No, Revenue, and Priority, as well as select the preferred Address Stop Type.
In the Schedule tab, you can create new or edit existing recurring visitation schedules. To adjust a particular schedule, click on the Edit button next to it.
After modifying the customer’s profile details, click on the Save button to apply the changes.
When you use customers’ profiles from your Route4Me Address Book for planning routes, all data from these profiles is automatically attached to the corresponding route stops. To view or modify the information of a particular customer 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 stop in the Route Editor, these changes do not affect the profile of the associated customer 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 route planning apps in a matter of seconds. Thus, managers and dispatchers back at the office can modify customers’ profiles in real-time and instantly synchronize all updates with the mobile devices of the drivers who are out in the field.
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