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.

Optimize routes quickly with Route4Me's easy address selection

 

To select all your contacts, check the box in the header.

Optimize routes quickly with Route4Me's easy address selection

 

Click File → “Plan Route with Selected.”

Route4Me as map route planner makes it easy to immediately plan routes with indicated addresses

 

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.

Route4Me as map route planner allows you to draw shapes around territories

 

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.

Route4Me as map route planner allows you to draw customized shapes around territories

 

Shapes can be modified by dragging the dots that appear on the shape’s borders.

Route4Me as map route planner allows you to draw and modify customized shapes around territories

 

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.

Route4Me as map route planner allows you to draw a rectangle around territories

 

The “Draw a circle” tool allows you to create and adjust the radius of a circle around a set of destinations.

Route4Me as map route planner allows you to draw a circle around territories

 

Hovering the cursor over the circular shape will display the total radius (in miles).

Route4Me as map route planner allows you to draw shapes within a certain radius

 

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.

Route4Me as map route planner allows you to draw and modify shapes within a certain radius

 

If want to remove your selection, click the “X” button in the top-left hand corner of the map.

Route4Me as map route planner allows you to quickly remove shapes from the address map

 

When you’re happy with your selection, right click on it, then select click “Plan Route with Area Addresses.”

Route4Me as map route planner allows you to plan routes after easy selection

 

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.”

Route4Me makes route planning specifying territories easy

 

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.”

Route planning with Route4Me makes searching by group simple

 

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.

Routes are easily planned with Route4Me's parameter setting

Proceed to setting the routing parameters to finalize planning your route.

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