Create and Edit Zones
Video
Notes
- Remember, when a new zone is created or an existing zone is updated, the software will assign the customers to that zone overnight. It is not done immediately.
- You can create unlimited zones
- When drawing the area/zone, you can create as many points as needed to define the region
- The color can be changed at any time, without having to redraw the map
- You can toggle between displaying the customer locations or not, while viewing/drawing the zone
- When a new customer is added to the software, the zone is IMMEDIATELY assigned to the customer.
- The abbreviated zone name must be one or two characters
- The boundary does not have to follow a road, it can be anywhere - over water, etc
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