The Zone Manager

A zone A user-defined geographic territory (located beneath a branch). Zones enable you to strategically associate teams of employees in a particular zone with customers in the same zone to facilitate easier and more efficient scheduling. is a user-defined geographic territory. Zones enable you to break up your coverage area into manageable sub-sections so that you can associate teams and/or employees in a particular zone with customers located in the same zone, facilitating easy and efficient employee dispatching. You should assign your zones in such a way that a single team could handle multiple jobs within a zone without difficulty (due to reduced travel time).

Opening the Zone Manager

  1. Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager dialog box appears.

The Zone Manager contains three tabs:

See Also:
The Filter

Optional Updates

Creating Zones

Editing Zones

Deleting Zones

Back to Implementation Checklist Overview

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