Setting Marker Categories, Territories, or Tags

This articles describes how to set the following for one or more markers:

Setting the Primary Category for One or More Markers

To set the primary category for one or more markers follow these steps:

Select the markers for which you want to set the primary category.
Click Actions and select Set Primary Category from the drop-down list.
Select a category from the list. The categories are defined on the Marker Categories screen.
Click Save.

You can set one primary category and several secondary categories.

To set the territory for one or more markers follow these steps:

Select the markers for which you want to set the territory.
Click Actions and select Set Territory from the drop-down list.
Select a territory from the list. The territories are defined on the Territories screen. The list contains only those territories that you have permission to access. If the territory you want to add is not listed, contact your administrator.
Click Save.

To set the secondary category for one or more markers follow these steps:

Select the markers for which you want to set a secondary category.
Click Actions and select Edit Secondary Categories from the drop-down list.
Select the check boxes next to one or more categories. The categories are defined on the Marker Categories screen. If the list of categories is long, you can use the search field, above the list, to narrow down the list. If you have selected more than one marker and some of the markers, but not all, use a secondary category, the check box next to the category is partially selected . You can repeatedly click on the check box to select the category for all markers , for none of the marker , or to go back to the partial selection .
Click Save.

You can set several secondary categories, but only one primary category. Also use Edit Secondary Categories to remove secondary categories.

To set the tags for one or more markers follow these steps:

Select the markers for which you want to set tags.
Click Actions and select Edit Tags from the drop-down list.
Select the check boxes next to one or more tags. The tags are defined on the Markers tab of the Tags screen. If the list of tags is long, you can use the search field to narrow down the list. If you have selected more than one marker and some of the markers, but not all, use a secondary category, the check box next to the category is partially selected . You can repeatedly click on the check box to select the category for all markers , for none of the marker , or to go back to the partial selection .
Click Save.

You can also use Edit Tags to remove tags.