Geolocation of your customers

By 4 June, 2021 November 15th, 2022 Contacts, New arrivals
Geolocation

It is now possible to use the geolocation function of your customers in your Collabox. This option is even more effective when combined with the geolocation of your employees through their timesheets! This way, you can control your delivery routes at a glance!

Configure the geolocation of your customers

In the customer file of the ERP module, you can access the “Geolocation” tab which allows you to locate it on a map.

To do this, first go to the “Configuration” menu.

Then click on the “Clients” function in the left-hand menu.

Among the proposed tabs, go to the one named “Geolocation”. Then, generate the coordinates. First, make sure you have entered the customer’s address in the “Info” tab.

Geolocation-Collabox

A map is then displayed with the location of your client.

Delivery route

You can set up prospecting lists, delivery routes, routes for your salespeople with the functionality of the geolocation of your customers.

Watch several videos on our Youtube channel and visit our Blog section of the website to continue your Collabox adventure!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274