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.
2. Select Customers from the drop-down menu on the left-hand side panel.
3. Enter the "Location" and optional filter fields.
4. Click Search.
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.
6. To modify the customer's geofences, begin by clicking the Select Customers button.
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.
8. Resize a customer's geofence by clicking and dragging on the slider bar.
9. Click the OK button.
10. Then, click Save Changes.