Recording address activity areas

Activity areas can be used for automated scheduling. An activity area is a geographic zone to which employees may be assigned. By recording an activity area for an address, you can use automated scheduling to determine which employee should be assigned to an activity at the address based on your employee activity area assignments.

See Assigning employees to activity areas.

  1. Open an address in the Address InfoViewer.
  2. On the Info tab, click Add above the Activity Area grid.
  3. Specify this information:
    Activity Area
    Specify the activity area of the address.
    Effective Date
    Specify the date the activity area is effective for the address.
  4. Click Approve.