Look up territory for a customer - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/look_up_territory_for_a_customer
Start by plotting your customer dataset on map and building sales territories. Refer to these articles if you need help on the topics: Plot data from Microsoft® Excel, Manually create territories one-by-one, Import territories from a file. One option to view territory name for a customer is to add territory name to location callout.
Search customer locations in a territory
https://www.mapbusinessonline.com/Support.aspx/Article/search_data_by_territory
Search customer locations in a territory . The search by a territory is available in Data window.Open Data window if it is not already open.; On the Data window's toolbar select the dataset with locations you want to search.; Click the yellow puzzle with binocular button on the toolbar to start searching.; In the dialog that will popup choose the first option to search data inside select ...
Search data by radius - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/search_data_in_circle
You can search any dataset you have added to map by radius (inside circle area) as following: First of all plot your data on map. Read following article on how to do that: Plot data from Microsoft® Excel. Zoom into map area you want to search. Enter center location address, city, or ZIP code into search box and click search icon.
Plot Contacts data from Microsoft Dynamics® CRM Online - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/plot_contacts_from_ms_dyn_crm
‘File Download’ page will open. Click ‘Save’ and select file name and location to save file with CRM data. Click ‘Save’ again to proceed with download. Once data has been downloaded click ‘Close’. Follow instructions on how to Plot data from Microsoft® Excel using Excel file you have just saved.
Search and segment data from multiple centers - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/search_data_from_multiple_locations
In MapBusinessOnline you can search and segment customer data or ZIP codes by store or facility locations using either radii or drive time (distance) polygons.
Segment customer dataset by territory - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/segment_customers_by_territory
In MBO you can view the primary territory or territory list for a customer record. In this article we demonstrate how to export segmented customer list into a file that can be then opened in Excel®. The segmented data export option is available in Data window. Open Data window if it is not already open.
Setup Team subscription
https://www.mapbusinessonline.com/Support.aspx/Article/setup_team
Learn how to setup Team subscription: invite your team, assign subscription seats to users, and control data and map access levels.
Hide territory internal lines
https://www.mapbusinessonline.com/Support.aspx/Article/hide_territory_internal_lines
The option to hide or show territory internal lines is available in ‘Manage map and data dialog’. Let’s get to it. Start by opening Map & Data window if it is not already open. Move mouse pointer over territory layer name and click gear icon that will appear. ‘Manage map and data’ dialog with territory layer options will pop up.
Add notes to dataset callouts - mapbusinessonline.com
https://www.mapbusinessonline.com/Support.aspx/Article/add_notes_to_callout
With MapBusinessOnline you can add notes to dataset callouts on your map. Learn how to use MapBusinessOnline to customize your map today.
Run the Web App in Google® Chrome - mapbusinessonline.com
https://www.mapbusinessonline.com/Support.aspx/Article/enable_flash_player_in_chrome
MapPoint migration; FAQ; SDK & API; Basics; Getting started; Windows & Main toolbar; Zoom & pan map; Find address; Edit layer or dataset properties; View data in table; Calculated data columns; Edit location's data values; Edit location's address and position; Change measurement units; Team basics; Setup Team subscription; Invite your team ...