Planning a Route Using the Address Book
Planning a route with the address book is a great feature to have if you have places or customers you need to visit on a regular basis. You can use the address book to plan routes in four different ways: by selecting contacts from the address book list, by drawing a shape on the address book map, by using the “Territories” feature or by using the “Search Groups” option.
Selecting Contacts in the Address Book List
Check the boxes next to the addresses you want to add to your route.
To select all your contacts, check the box in the header.
Click File → “Plan Route with Selected.”
Drawing a Shape on the Address Book Map
The Address Book Map allows you to plan your routes in a visual and intuitive way.
On the top left corner of the map, you will see the selection tools which allow you to select multiple contacts at the same time.
The hand tool (or “Stop Drawing”) lets you move around the map by dragging it.
The “Draw a shape” tool lets draw an irregular shape around the addresses you want to select for your route. Draw each line by connecting the dots with straight lines.
Shapes can be modified by dragging the dots that appear on the shape’s borders.
The “Draw a Rectangle“ tool lets you select the addresses on your map in a symmetric, rectangular shape. Drag the rectangle around the contacts you wish to select and then release to finish the selection.
The “Draw a circle” tool allows you to create and adjust the radius of a circle around a set of destinations.
Hovering the cursor over the circular shape will display the total radius (in miles).
You can also drag the circular selection on the map. Click and hold the small point at the center of the circle and drag it as required.
If want to remove your selection, click the “X” button in the top-left hand corner of the map.
When you’re happy with your selection, right click on it, then select click “Plan Route with Area Addresses.”
Planning a Route With a Territory
To plan a route using the addresses within one of your territories, click the gear icon next to the territory’s name, then select “Plan Route.”
Planning a Route Using Search Groups
To plan a route using the addresses included in one of your search groups, click the gear icon in the search group header, then click “Plan Route.”
Setting the Route Parameters
After selecting your contacts from the Address Book or the Address Book Map, type in your departure address, or select it from the list of addresses within that territory.
Proceed to setting the routing parameters to finalize planning your route.