Difference between revisions of "Common functions:Region Management (version 4)"
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| colspan="2" | [[Image:Region management 006.png]] | | colspan="2" | [[Image:Region management 006.png]] | ||
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− | | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to add a region. | + | | |
− | | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to edit an existing definition. To modify it, you simply need to select the definition to be edited, then click on the [[Image:Button Edit.png]] button or double-click on the definition you wish to modify. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to add a region. |
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+ | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to edit an existing definition. To modify it, you simply need to select the definition to be edited, then click on the [[Image:Button Edit.png]] button or double-click on the definition you wish to modify. | ||
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− | | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to remove a definition. To remove it, you simply need to select the definition to be deleted, then click on the [[Image:Button Minus remove delete.png]] button. | + | | |
+ | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to remove a definition. To remove it, you simply need to select the definition to be deleted, then click on the [[Image:Button Minus remove delete.png]] button. | ||
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| [[Image:Region management 008.png]]<br> | | [[Image:Region management 008.png]]<br> | ||
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− | | '''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"> </span>Allows you to indicate the type of region to be defined. The type also determines the method to be used in <span style="color: rgb(255, 0, 0);">'''E'''</span>, whether the limits are determined in accordance with a city or with postal codes. | + | | |
− | | '''<span style="color: rgb(255, 0, 0);">B:</span>''' The country determines the regions available in <span style="color: rgb(255, 0, 0);">'''C'''</span>. It is impossible to modify it after a region. | + | '''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"> </span>Allows you to indicate the type of region to be defined. The type also determines the method to be used in <span style="color: rgb(255, 0, 0);">'''E'''</span>, whether the limits are determined in accordance with a city or with postal codes. |
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+ | '''<span style="color: rgb(255, 0, 0);">B:</span>''' The country determines the regions available in <span style="color: rgb(255, 0, 0);">'''C'''</span>. It is impossible to modify it after a region. | ||
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− | | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to specify the region for which the limits will be determined. By entering the reference number, the desired region will appear. | + | | |
− | | '''<span style="color: rgb(255, 0, 0);">D: </span>'''If the wanted region has not previously been created, you can create a new one by clicking on the [[Image:Button add plus.png]] button. | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to specify the region for which the limits will be determined. By entering the reference number, the desired region will appear. |
+ | |||
+ | | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''If the wanted region has not previously been created, you can create a new one by clicking on the [[Image:Button add plus.png]] button. | ||
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| colspan="2" | | | colspan="2" | | ||
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In the example on the left, all the clients who live in "St-Catharines" will automatically be attributed the "Niagara" administrative region. | In the example on the left, all the clients who live in "St-Catharines" will automatically be attributed the "Niagara" administrative region. | ||
− | In the example on the right, all the clients having postal codes between L1G 0A0 and L1G 9Z9, will automatically be attributed the "Durham" tourist region. | + | In the example on the right, all the clients having postal codes between L1G 0A0 and L1G 9Z9, will automatically be attributed the "Durham" tourist region. |
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Revision as of 11:15, 12 July 2011
Contents
Introduction
In the software, there are three notions related to regions: region types, regions, region definitions.
Region types allow you to specify the kind of regions, for example: administrative region, tourist region, etc. The regions allow you to build the regions list and to specify their types, for example: Niagara, Durham, etc. The region definitions allow you to set the postal codes interval or the cities in one region.
These functions are accessible in the "Clients" menu of the software home page.
Region types management
The four default region types are: Region, Tourist region, Administrative region and County.
If you click on the "Region types" option of the "Clients" menu, it is possible to customize the region types by double-clicking on the one you wish to edit (e.g. County). |
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Region management
Region definitions management
By defining the regions, automations will be created: in a client's file, by only entering the city or the postal code, the given region will automatically appear if it has previously been defined.
Document name: Common functions:Region Management (version 4)