Step by step
- Open Contacts > Customer Areas.
- Press New (F3) and type the Area Name.
- Choose the Division, then the District and the Sub-District. Enter the Zip-Code and the Address if needed.
- Press Save (F8).
- The list shows the Route Name, Division, District, Sub-District, Zip-Code and Address. The pencil edits an area and the bin deletes it. Excel, Pdf and Print export the list.
- Put a customer in an area with Area Name on Add Customer or Edit Customer. The Customers list can be filtered by Customer Area.
Good to know
- The Area Name must be unique.
- On Add User or Edit User, Customer Area Access gives a user one or more areas. That user then sees only the customers of those areas.
- Deleting an area does not delete its customers; they are left without an area.
- The page needs the Customer Routes permission.