8.3 Mapping Views - Assign By Equipment ID, Serial #, or Cust. Name
1. Once Logged into PIVOT, go to Create Service Territories / Access Mapping Tool
2. Select the Views & Territory Mgmt. Tab
3. From the View window click on the dropdown arrow
4. Select type of view from drop down window – Example below “Assign By Equipment ID, Serial #, or Cust. Name”
5. Select the Territory Data Overview tab
Using the search window, enter one of the search criteria
ID Number
Serial Number
Customer Name
6. Click on the Search Category dropdown
Select the proper category to match your criteria
select the Search button
7. Select the Search button
7. From this point you can view / create Territories based on the specific Territory criteria by selecting the desired technician and using the drawing tool located in the upper right hand corner of the map to assign equipment
8. Repeat these steps for Serial # and Customer Look up
9. Once complete with this task, click on the Select the Views & Territory Mgmt. Tab and return to Populate By Device or select another view
