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  1. In Schedule, select the Hamburger 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 the coordinates after you've selected Fetch Coordinates or if you've selected to display All Addresses? so that you are loading all the service locations.
    • 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 check box(es) to the left of the service locations that you want to fetch the coordinates for. You can mark/unmark all items check boxes on the current page by marking the check box 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. 

    Note

    This process only updates those records where the values are zero, existing latitude and longitude information will not be overwritten.

Excerpt

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Filtering, sorting, and rearranging data

Use your mouse to drag or select options below:

  • Group
    To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location.

    This option may not be available, depending on the window you are viewing.

  • Sort order
    Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
  • Filter
    Select the lookup Image Added to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
  • Column Order
    Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.
  • Scrolling
    A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Exporting data

You have the option to export the all data or specific rows to an Excel file.

Note

It is important to note that:

  • If you select Export all data, this is ALL records, not just the displayed page of records. If you have 20,000 records and choose to export all, they will all be included in the Excel file.
  • To export only the displayed page of records, select the Mark All check box in the header section. This only marks the records on the current page. Then select Export select rows.
  • You can also mark specific rows on multiple pages and export only those rows.

To export the data:

  1. In Schedule, select the Hamburger menu Image Added icon.

  2. Select Geocoding.
  3. On the far left side of the window, select the Export Image Added icon.

  4. From the menu, select either Export all data or Export select rows.

  5. Choose the download location and then select Save.