Saving Addresses and Creating Customer Profiles Using the Address Book Map
Your Route4Me Address Book (List/Map) is a centralized database where you and your team members can securely store the information about customers’ locations, depots, commercial facilities, warehouses, and any other relevant prospects and real-world locations. With Route4Me’s interactive Address Book Map, you can pick all types of addresses and locations right from the map and save them into your synchronized Address Book as contacts, customer profiles, or regular addresses. Saving addresses/locations right from the map enables you to get a visual overview of your customers’ spacial arrangement and improve your routing patterns. All addresses that are picked from the map and saved into the Address Book using the Web Platform can be automatically synchronized across all authorized devices and accessed from Route4Me’s iOS and Android apps.
To use the interactive map for adding addresses and locations to the synchronized Address Book, first, go to “Address Book Map” from the navigation menu.
To pick a particular location (location’s latitude and longitude coordinates) from the map, first, right-click on this location on the map and then select “Add This Exact Location” from the menu.
When you use this option, you can save the exact latitude and longitude coordinates of the selected location as an entry in the synchronized Address Book.
To pick a particular street address from the map and save it into the Address Book, first, right-click on this address on the map and then select the “Add The Nearest Valid Address” option.
When you use this option, the system automatically picks the nearest valid street address that is located next to the selected spot on the map.
After that, you can add various customer, order, and business details to the selected address/location and save it into the synchronized Address Book as a contact, customer profile or a regular address.
First, input the alias (custom name) of the address/contact into the corresponding field. When creating a new alias for a contact, make sure that it is easily identifiable and corresponds to particular features of its associated prospect or address.
After that, you can choose a particular color and icon that you want to represent the contact/address on the map (i.e., in the Address Book Map).
In the “Location Details” tab, first, assign the contact/address to a particular Search Group using the corresponding field. To learn more about using Search Groups, visit this page.
After that, fill out the rest of the fields in the “Location Details” tab with the contact information of the associated prospect.
To add custom data that does not fit into the pre-set fields in the “Add Address” window, 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 define the following order information of the associated 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 add two time windows for the contact’s visitation hours, as well as define the service time for the contact’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 one or multiple custom recurring visitation schedules. To do so, on the “Add New Schedule” button and then set up the preferred schedule settings. To learn more about creating schedules for repetitive visitations, visit this page.
After filling out the preferred details, click on the “Add” button to save the contact/address into your synchronized Address Book.
Once the contact/address is saved, it also becomes available in the Address Book List where you can view and modify it, as well as use it for generating orders, inserting into the best routes or planning entirely new routes, and more.
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 save addresses into the synchronized Address Book, and the drivers who are out in the field will be able to view and use them right away.