Tools

The Add Locations Tool allows management users to add new locations at the Client level. Using the Add Locations Tool Login to the correct Client program.  Click  Tools  in the menu, select  Add Location .   This will ope...

The Client Claim Locations Tool allows users to assign territory and location-type values to pre-existing global-level locations. This will offer users the ability to change the location settings to their needs without duplicating locations within...

The Client Add Events tool can be used by administrators to quickly add batches of events under a parent program (client block). This tool allows you to bypass having to manually create each event, and instead provides an excel template that can b...

Have several missed events that you need to assign a missed reason to? Want to save yourself the time of having to edit each event individually? We’ve got a tool for that. The Client Assign Missed Reason tool can be used by administrators to q...

The Client Cancel Events tool can be used by administrators to quickly cancel batches of events under a parent program (client block). This tool allows you to bypass having to manually cancel each event, and instead provides an excel template that...

Edit Events Tool The Client Edit Events tool can be used by administrators to quickly edit batches of events under a parent program (client block). This tool allows you to bypass having to manually edit each event, and instead provides an excel t...

The Client Edit Execution Teams tool can be used by administrators to quickly edit execution teams (markets, region, districts) under a parent program (client block). This tool allows you to bypass having to manually edit each market, and instead ...

The Client Execution Team tool can be used by administrators to quickly create Territories, Districts, and Regions under a parent program (client block). This tool allows you to bypass having to manually create each option, and instead provides an...

The Client Remove Missed Reason tool can be used by administrators to quickly remove a missed reason for events under a parent program (client block). This tool allows you to bypass having to manually remove a missed reason for each event, and ins...

The Client staff assignment tool can be used by administrators to quickly assign staff to programs, markets, and position types under a parent program (client block). This tool allows you to bypass having to manually edit each staff member, and ...

The Global staff assignment tool can be used by administrators to quickly assign staff to clients. This tool allows you to bypass having to manually edit each staff member, and instead provides an excel template that can be filled out and then upl...

The Global staff import tool can be used by administrators to quickly create new staff profiles. This tool allows you to bypass having to manually create each staff member or have them apply, and instead provides an excel template that can be fill...

Merge Locations Tool The Merge Locations Tool allows users to amalgamate two location profiles into one at the Global level. One location will have its profile removed completely from the system and all visits assigned to that deleted profile...

Manually adjusting a single location is one thing, but what about when you need to make big changes to many locations all at one time? Enter the Edit Locations Tool. The Edit Locations Tool lets you make changes big or small to all venues...