Canvass Board
Last updated
Last updated
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To make canvass board assignments:
From the Product List window, highlight the product with which you want to make canvass board assignments.
Click the Product Detail button () to display the Product Detail window.
Click the Canvass Board button () to display the canvass board.
In the Campaigns panel, double-click on the campaign date for which you want to make assignments. A message will display the number of addresses for this campaign week as well as the number assigned. Click OK.
In the Selection panel, select a route and click Get Addresses. The TM selections for this campaign and week appear.
The addresses that have not been assigned a canvass code appear in the list on the top of the window. Addresses that already have a canvass code appear in the list beneath.
Select the address(es) you want to assign. You can do this in the following ways:
Click on an individual row.
Ctrl-click to select multiple non-adjacent rows.
Shift-click to select multiple adjacent rows.
In the Assignment panel, enter a number of addresses to select in Row Count and click the Select Rows button. For example, if you enter “5” and click Select Rows, 5 rows will be selected starting from the first highlighted row in the list.
Assign a canvass code to the selected addresses. You can:
Enter a Canvass Code (in the Assignment panel) and click the Assign button, or
Click the Assign button without entering a canvass code to have the system assign a canvass code for you.
Select the address or addresses to be unassigned from the list at the bottom of the window.
In the Canvass Code field in the Re-Assignment panel, type the address’ current code.
Click the Unassign button. The address will appear in the list of unassigned addresses the next time you click Get Data.
Select the address or addresses to be reassigned from the list at the bottom of the window.
In the Canvass Code field in the Re-Assignment panel, type the new code you want to assign to the address. It can be an existing code or a new code.
Click the Reassign button. The address will appear under the new canvass code.
Note: You can unassign or reassign all address with a specific code by selecting the code, rather than addresses, before clicking the Reassign or Unassign buttons.
If you have set up internet-based mapping, you can view a map of campaign results from the Canvass Board. After retrieving addresses for a campaign and week, click the Map Campaign Results button to view the results in a map.
Name, address, phone, status and details information is shown in a list under the map. If you want to center the map on an address, click the corresponding Marker link. The zoom tools allow you to zoom the address in or out.
