Geographical remits
Setting the geographical areas that a service provider covers
Set up a new geographical remit
Start by clicking the Contacts button. You can also use the quick find option (1) by entering part of a person's name and pressing the tab key on your keyboard to locate all contacts matching the text string you enter.
Go to the contact (service provider) card
Click the Goto button to the left of the row for the relevant contact.
The contact card
On the contact's card, click the remits tab to view, add and delete remits.
The remits tab
To add a new geographical remit, click the geo remits tab. Then click the New button at the top of the geo remits tab list (1).
Confirm client for this remit
If you have links to more than one client you will see this dialog where you can confrim from the drop down list which client this remits will relate to. Select the client's name and click OK to continue.
Set geographical region
A new geo remit record will be added to the list, already linked to the appropriate client. Select the appropriate region (county) and you're done!
Now this service provider can be included in enquiries and orders for sites in the selected region.
Removing a geo remit
To remove a geo remit click the Delete button (1) for the relevant region
Confirm action
Click Yes to remove the selected remit.