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manual2:tutorial2 [2018/07/14 07:05]
alex
manual2:tutorial2 [2018/07/15 19:12] (current)
alex
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-======Adding ​Contacts ​to your Address Book======+======Managing ​Contacts ​and Addresses in your Route4Me ​Address Book======
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-The Address Book is a centralized database of all your contacts and addresses on your Route4Me account. You can add new contacts to your Address Book and share them with other users and vice versa. Your contacts and addresses can be [[ manual11:​tutorial4:​chapter14 | inserted into already routes ]] as well as new [[ manual15:​tutorial1 | routes can be created from a set of your contacts ]] in the Address Book. Route4Me allows you to [[ manual11:​tutorial7:​chapter1 | generate orders ]] from your contacts and addresses to improve your route planning process and make it more flexible. Orders can be shared and used as one time transactions or visits as well as reused multiple times. ​+The Address Book is a centralized database of all contacts and addresses on your Route4Me account. You can add new contacts to your Address Book and share them with other users and vice versa. Your contacts and addresses can be [[ manual11:​tutorial4:​chapter14 | inserted into already routes ]] as well as new [[ manual15:​tutorial1 | routes can be created from a set of your contacts ]] in the Address Book. Route4Me allows you to [[ manual11:​tutorial7:​chapter1 | generate orders ]] from your contacts and addresses to improve your route planning process and make it more flexible. Orders can be shared and used as one time transactions or visits as well as reused multiple times. ​
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 =====Creating Contacts and Addresses===== =====Creating Contacts and Addresses=====
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-To create a contact or an address, first got to Address Book List” from the navigation menu.+To create a contact or an address, firstgot to "Address Book" in the navigation menu and select “Address Book List”.
  
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-{{ :​manual2:​m2_t2-1.png?​nolink&​250 |Adding Contacts to your Route4Me'​s Address Book }}+{{ :​manual2:​m2_t2-1.png?​nolink&​350 |Adding Contacts to your Route4Me'​s Address Book }}
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-In your Address Book, click “Edit” in the top left corner of the screen and select “Add Address”.+In your Address Book, click “File” in the top left corner of the screen and select “Add Address”.
  
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 In the "​Location"​ tab: In the "​Location"​ tab:
   - First, type in the address of the contact. Make sure that there is a green dot next to the address which indicates that it is [[ manual11:​tutorial2:​chapter3 | geocoded with high confidence ]];   - First, type in the address of the contact. Make sure that there is a green dot next to the address which indicates that it is [[ manual11:​tutorial2:​chapter3 | geocoded with high confidence ]];
-  - Create in an alias for the contact. ​+  - Then, create ​an alias for the contact. ​
  
 You can also choose a custom color and a custom icon that will be associated with the contact. You can also choose a custom color and a custom icon that will be associated with the contact.
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-In the “Location Details” tab, fill out the contact information such as first and last name, phone number and an email address. You can also add the contact to a [[ manual11:​tutorial3:​chapter11 | group of addresses ]] for easier route planning. If you want to add more fields, you can use the [[ manual11:​tutorial3:​chapter3 | "​Custom Data" ​tab]].+In the “Location Details” tab, fill out the contact information such as first and last name, phone number and an email address. You can also add the contact to a [[ manual11:​tutorial3:​chapter11 | group of addresses ]] for easier route planning ​by groups. If you want to add more fields, you can use the [[ manual11:​tutorial3:​chapter3 | "​Custom Data"​]] ​tab.
  
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 In the “Business Details” tab, fill out the following: In the “Business Details” tab, fill out the following:
-  * Pieces: The number of pieces that may be delivered to and/or picked up from the contact ​or address; +  ​* **Pieces:** The number of pieces that may be delivered to and/or picked up from the contact/address; 
-  * Weight: Total weight; +  ​* **Weight:** Total weight; 
-  * Cube: Cubic volume; +  ​* **Cube:** Cubic volume; 
-  * Reference No: The internal reference number associated with the contact ​or address; +  ​* **Reference No:** The internal reference number associated with the contact/address; 
-  * Revenue: Total revenue generated from the contact ​or address; +  ​* **Revenue:** Total revenue generated from the contact/address; 
-  * Priority: Priority of the address or contact. This field can change the sequence of addresses in the route; +  ​* **Priority:** Priority of the contact/address. This field can change the sequence of addresses in route; 
-  * Address Stop Type: Type of a stop e.g. delivery, pickup, service etc.+  ​* **Address Stop Type:** Type of a stop e.g. delivery, pickup, service etc.
  
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 In the “Time Windows” tab, set up the following: In the “Time Windows” tab, set up the following:
  
-  - Time Window Start and Time Window End: Indicate a time period when the address can be visited. You can learn more about time windows [[ manual11:​tutorial1:​chapter13 | here ]]. +  - **Time Window Start and Time Window End:** Indicate a time period when the address can be visited. You can learn more about time windows [[ manual11:​tutorial1:​chapter13 | here ]]; 
-  - Service Time: The estimated ​duration that it takes to service the address. The service time can’t be longer than time window set between ​the start and end time. +  - **Service Time:** An estimated ​time interval ​to service the contact/address. The service time can’t be longer than the time between ​Start and End Time Windows; 
-  - Time Zone: Select a time zone based on the location of the address in case you have other addresses that are located in different time zones.+  - **Time Zone:** Select a time zone based on the location of the address in case you have other addresses that are located in different time zones.
  
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-In the “Schedule” tap schedule editor will open where you can set up how often the address should be visited. Once you have chosen the repetitiveness of visitation, make sure you have enabled it by clicking on the "​Enable"​ button. Click "​OK"​ to finish.+Click on the “Schedule” tap and the schedule editor will open where you can set up how often the contact/address should be visited. Once you have chosen the repetitiveness of visitation, make sure that you have enabled it by clicking on the "​Enable"​ button. Click "​OK"​ to finish.
  
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 In your Address Book you can sort and edit your contacts: In your Address Book you can sort and edit your contacts:
-  - Use the search bar to find a specific contact ​or address from the Address Book List; +  - Use the search bar to find a specific contact/address from the Address Book List; 
-  - You can sort your contact ​by the columns in the header. Click on the arrowheads in the header to sort orders based on the titles of the columns; +  - You can sort your contacts/​addresses ​by the columns in the header. Click on the arrowheads in the header to sort orders based on the titles of the columns; 
-  - To edit or delete contacts ​and addresses, use the corresponding "​Actions"​ on the right side of the screen. ​+  - To edit or delete contacts/addresses, use the corresponding "​Actions"​ on the right side of the screen. ​
  
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