Managing your Territories
      Back to home
      1. Knowledge center
      2. Territory Manager
      3. Managing your Territories

      Attribute Based filtering in eTerritory

      Allows you to filter by attributes, similar to how filtering works in eMapping.

      • In the eTerritory Tab, the filter options are located in the control panel rather than in the table. Go to the control panel and select the filter tab. Click the +Add Filter button to add a filter.
      • From here you can choose the dataset that you wish to filter and the attribute that you wish to filter by.

        Once a filter has been applied, the number of accounts that match the filter is displayed in the top right of the active filter box


        Numerical Filters


        Numerical filters can either be a numerical range, or numbers that are equal/not equal to.

      • Click on the drop down and select the criteria you want and enter the appropriate value in the text box.
      • Numbers can be manually typed into the box or changed using the arrows.

      NOTE: When adding a second/ subsequent NOT EQUALS filter, they will be joined using AND logic

      NOTE: When adding a second/ subsequent EQUALS filter, they will be joined using OR logic

      Text Filters

      If the Column is a text field and has less than 50 distinct values, then the filter window will appear as below. This will allow you to choose one or more values.

      • Click on All to remove or add all results to the map.
      • Click on one or more choices to add or remove them from the map.
      Click on the X icon to remove the filter.

      If the Column is a text field and has more than 50 distinct values, then the filter window will appear as below.

      • Click on the drop down and select the criteria you want and enter the appropriate value in the text box.
      • Click on the + to add another filter or click on the smaller x icon to remove an individual filter.
      • Click on the larger X icon to remove the whole filter.

      NOTE:  When adding a second/ subsequent NOT CONTAINS, NOT EQUALS or IS NOT EMPTY filter, they will be joined using AND logic

      NOTE: When adding a second/ subsequent CONTAINS, EQUALS or IS EMPTY filter, they will be joined using OR logic

      NOTE: Filtering of points will not change the balance of a territory

      NOTE: In Area Based Territories, When an underlying alignment is reassigned, filtered out points within that alignment will become exceptions of their original assigned territory.

      Warning: Territory optimization will NOT be allowed when there are active account filters.