The Table

The territory table

  • Select the table from the Hamburger menu  

 

  • Select the table for the dataset you wish to view using the table drop down menu  


 

  • To change the order in which columns are displayed, select the hamburger, deselect all checkboxes, and then re-select the checkboxes in the preferred order or you can click and drag the columns to your preferred order. 

 

  • To search the table, select the magnify icon in the column you wish to search on. 


 

  • To move areas to a territory, select the checkbox beside any area you wish to move, select Move To, and then choose the territory you wish to move it to. 
  • To unassign areas from a territory select the checkbox beside any area you wish to unassign, select Unassign, and then choose the territory you wish to unassign it from. 


 

  • To add exceptions from the table, select the checkbox beside each exception, select Add Exception, and choose the territory you want to assign this record to 


 

  • To export the table to csv select the export button.