Common Data > Customer
Area Setting
Posted by i3Teamworks Admin on 9 Mar 2018 11:39am

Use AREA setting to group your Customer database. This feature will helps you to manage the Visitation effectively and cost saving.

eg: Visit the Customer in the same area would be cost effective and better time management for the Sales Person.

1. From your Main Dashboard, go to Common Data and click on Customer

2. Tap on  and then choose

3. Click 

    

Note: Selected Color code will be displayed in Planned Activity Calendar