Add/Edit Customers
This form, found in the Resources->Customers page, lets you configure all customer details.
1. General
Customer ID (required): An unique ID for the customer to identify them within the RouteFinder app.
Customer Name: An easy-to-reference name for the customer. Used for display and ease of recognizing the driver.
Contact Name: The name of the contact for this customer. Will be used in display to the driver.
Contact Phone: The phone number of the contact for this customer. Will be used in display to the driver.
Contact Email: The email address of the contact for this customer. Will be used in display to the driver.
Group: The group of this customer. Will allow only certain vehicles to service it.
Notes: Notes about the customer for future reference. Will be displayed to the driver.
2. Advanced
Service Window 1 : The time range the customer accepts deliveries or pickups.
Service Window 2 : The second time range the customer accepts deliveries or pickups.
3. Location
This is required. Here you can set the location of the customer. The address is a free-form text box that allows you to enter the address in your country's format and language. If you would prefer to enter the address line-by-line, click the Line by Line link to expose those options. It accepts the standard international address format. Once the address is entered, hit the "Map Address" button to obtain the geocoordinates.
In the "Edit Vehicle" form, the "Map Address" button is located directly below the address field, disabled and called "Map New Address". If you modify the input to the address field, you will be able to click "Map New Address" to obtain the new geocoordinates.
Once the location has been mapped, further information will appear and you have the option to drag and drop the pin to assign the proper location for routing.
Coordinates: The latitude and longitude of the location.
Accuracy: How accurate the coordinates are believed to be. From most accurate to least: Rooftop, Approximate, Geometric Center. Rooftop and Approximate are generally acceptable. Geometric Center can be quite a ways off.