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Kimberly Onnen

Kimberly Onnen

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  1. In Schedule, select the menu icon.
  2. Select Geocoding.
  3. From the Entity drop-down, select Location.
  4. Select the Address Field that contains the street address for the entity. The Address1 field may contain non-street address content (for example, a post office box number), so those locations can be processed by using Address2 or Address3 fields. The geocoding process requires a street address to determine the latitude and longitude.
    • Address1
    • Address2
    • Address3
  5. To display only service locations that don't currently have coordinates assigned, leave All Addresses? set to Off. However, if you want to display all service locations, including those with coordinates already assigned, toggle All Addresses? to On. 

  6. Select Fetch Address to display the Service Locations. 

  7. The following columns display: 
    • Customer Number
      This displays the Customer ID assigned in Signature.
    • Location Number
      This displays the Address ID assigned in Signature.
    • Address
      This displays the address in either the Address1, Address2, or Address3 field, depending on the selection from the Address field.
    • City/State/Postal Code
      Displays the City, State, and Postal Code from Signature.
    • Latitude/Longitude
      Displays existing latitude and longitude values, if the location has previously been processed for geocoding.
    • Result
      This column displays information after Fetch Coordinates is run. 
      • Success displays for successfully obtaining the coordinates.
      • If there is an issue with obtaining the coordinates, the actual error message displays from the mapping system that you have set up (Google Maps or Bing Maps).

  8. Mark the checkbox(es) to the left of the service locations that you want to fetch the coordinates for. You can mark/unmark all items checkboxes on the current page by marking the checkbox in the header section to the right of the Customer Number header title.  

  9. Select Fetch Coordinates to obtain the latitude and longitude coordinates for the marked service locations. 

  10. To save the latitude and longitude coordinates to the service location record, select Update Coordinates. 


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