Editing Addresses and Customer Profiles in the Route4Me Address Book List
Your Route4Me Address Book List is a centralized database where you and your team members can securely store and edit the information about customers’ locations, depots, commercial facilities, warehouses, and any other relevant prospects and 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 Web Platform, these updates instantly become available on Route4Me’s iOS and Android apps.
To edit the profile of a particular customer in your Route4Me Address Book, first, go to “Address Book List” from the navigation menu.
Next, right click on the customer 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 address of the customer 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 learn more about using Search Groups, visit this page.
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. To learn more about adding and managing custom data, visit this page.
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 “Time Windows” tab, you can adjust both time windows of the customer’s visitation hours, as well as change the service time for the customer’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 new or edit existing recurring visitation schedules. To adjust a particular schedule, click on the “Edit” button next to it. To learn more about creating schedules for repetitive visitations, visit this page.
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 mobile 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.