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How to view or edit a customer\u0027s geofence

Distributor steps for viewing and editing customer geofences on the Geocoding dashboard: search Customers by location, select customers on the map, resize the geofence with the slider and save. Requires v24.10+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.10

Pre-Conditions

Steps

How to View and Edit a Customer's Geofence


1. Navigate to the "Geocoding" dashboard using Universal Search.
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2. Select Customers from the drop-down menu on the left-hand side panel.
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3. Enter the "Location" and optional filter fields.
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4. Click Search.
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5. Use the Drag Map button to move the map with the cursor or utilize the plus and minus buttons to adjust the zoom of the map.
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6. To modify the customer's geofences, begin by clicking the Select Customers button.
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7. Draw a square on the map over the customers who want to be selected. Once selected, a customer's geofence will turn yellow. To de-select customers, draw a square again and the customers will be un-highlighted.
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8. Resize a customer's geofence by clicking and dragging on the slider bar.
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9. Click the OK button.
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10. Then, click Save Changes.

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