Accessing the Screen

From the dashboard, click the more options icon (3 dots in the upper right hand corner) on the Customers app tile and select Zones. You can also access the screen by clicking on the Add / Edit link in the Zone drop down options on the New Customer screen or the Edit Customer screen.

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Screen Options

1. Select Row- Clicking a row will take you to the Add / Edit Zone screen for the selected row.
2. New Zone- Click to go to the Add / Edit Zone screen to create a new Zone.
3. Download- Download the records in the grid to an Excel file.
4. Search- Search for records in the grid.