There are multiple methods to enter addresses; below are the different available methods
Large number of addresses
If you have a large number of addresses to enter, the best method is to use the import feature. The template is available in the Import module or the download page.
⇒ Under the Addresses tab, select the Import menu.
- Download and complete the Excel template
- Click on the Choose File button and select the template you just completed
- Click on the Start Import button
- Follow the instructions, the following steps will validate your data and prompt for corrections if necessary
One address at the time
By the territory servant or their assistant
⇒ Under the Addresses tab, select the Add New menu.
In addition to the standard address information, the following functions are available:
- The territory number can be detected by selecting the territory type in the Select Category dropdown list (ie: House-to-house, phone, letter)
- You can update the latitude/longitude based on the address by clicking on the Auto-detect button
- If the address is unknown (for example: you only have a phone number), click on the Physical address unknown button in the footer, and mandatory fields will be automatically populated.
- If the apartment number is unknown (for example; only have an intercom code) check the box Apt# Unknown. It will automatically populate a number to avoid the new address to be flagged as a duplicate
By the publishers
⇒ Under the section Click here for more options, click on the Add New Address button.
The options are the same as the ones mentioned for the territory servant, with the exception of the territory number. The publisher does not have the option to change the territory number, the current working territory is automatically selected.
Notes
- The button for the publishers is only available if the rights were given in the Options module.
- Under the Options tab and Options menu; click on the box: Allow publishers to add and delete addresses
Related articles
🕘 Last Updated: 2025-05-08