Edit Territories – Manage Address Territories
Table of Contents
Your Route4Me Address Book Map is a centralized database where you and your team of field employees can create and manage territories with customers’ locations, depots, commercial facilities, warehouses, as well as any other relevant prospects and real-world locations. Moreover, all that data gathered during territory mapping can be used for planning and optimizing routes.
The Address Book Map also allows you to add more addresses into existing territories right from the map and provides flexible tools for viewing, comparing, re-sizing, and modifying your territories in one place.
To open the list of all territories and manage them, first, go to “Address Book Map” from the navigation menu.
Viewing Territories on the Territory Map
When you have multiple territories, you can use the search in the top right corner of the screen to find particular territories by their full or partial name.
You can also sort the list of all territories by name and address count using the corresponding arrow icons in the header of the territories list.
To display or hide a particular territory on the map, click on the eye icon next to the corresponding territory in the list. To display or hide all territories, click on the eye icon in the header of the territories list.
Alternatively, you can right-click on the territory that you want to hide and then select the corresponding option from its menu.
To display on the map only those addresses that are not included into any territories, switch on the “Hide Territories” toggle in the top right corner of the screen.
When the “Hide Territories” toggle is switched on, the map displays only those addresses that are not included into any territories.
Renaming Territories and Changing their Color
To rename a particular territory and/or change its color, first, click on the gear icon next to the corresponding territory in the list and then select “Edit” from its menu.
Next, make the preferred modifications and then click on the “Save” button to apply the changes.
You can also change the color of any territory by clicking on the circular color icon next to the corresponding territory in the list and selecting the new color from the list.
Changing Territory Borders
To re-size/expand/change the shape of a particular territory, first, click on this territory to select it and then drag any point of the territory to the preferred spot on the map.
To reverse the last action, click on the back icon next to the last shifted point of the territory.
Comparing Territory Sizes (Territory Counts)
In the bottom right corner of the screen, you can view a comparison bar chart that displays the size of each territory (from the biggest to the smallest). To open the chart and get a closer look at how many addresses are included into each territory, click on the full-screen icon in the “Territory Counts” chart.
After that, hover your cursor over a particular territory to view how many addresses it contains. You can also use the scale on the left to compare the number of addresses included into each displayed territory.
Adding Addresses from the Territory Map into Territories
To add a particular address from the map into a territory, first, right-click on this address/location within the territory’s borders and then select one of the corresponding options from the menu. When you select the “Add The Nearest Valid Address” option, the system automatically picks the nearest valid street address that is located next to the selected spot on the map. When you select the “Add This Exact Location” option, you can add the exact latitude and longitude coordinates of the selected location to the corresponding territory. Learn more about how to create customer profiles using the addresses picked from the map.
Enabling Address Clustering on the Territory Map
To enable clustering for all addresses on the map (including territories), first, go to “Map Settings” in the top left corner of the screen and then check the “Clustering” box. Clusters display the addresses that are located in very close proximity next to each other as numbers on the map instead of displaying each address as an individual pin/icon.