Setting up Territories

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Setting up Territories

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The Territories function of Mobileezy allows you to designate subsets of the entire customer and item base to groups (known as territories).  These territories can then be assigned to individual handheld users as required.  This will allow smaller lists of customers or items to be synchronised to each handheld making it easier for handheld users to access customers or items specific to them, it can also decrease the time required for each synchronisation.  The territories function is not available with Mobileezy Sole Trader.

This section of the user guide contains topics on the use of and setup of territories in Mobileezy.

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Setting up Territories


See Also:

Run List Module

Creating Handheld Users

Synchronising the Handheld