WHAT'S NEW IN TERRITORY MANAGER?
Find out here about the latest new features in the Territory Manager application: Summer '25, Spring '25, Fall '24, Spring '24, Fall '23, Summer '23, Spring '23, Fall 2022, Summer 2022, Spring 2022, Summer 2021, Winter 2021, Summer 2020, Winter 2019, version 6 et version 5.
Summer '25 version
Publishing date: 08/07/2025
Main new features
Various improvements
- Site display in simulation comparisons
- Exporting sector and administrative level colors to Excel format
- Importing sector colors when updating sites or sectors
- Cancelling administrative level renaming
- Simulation sharing message: storing the fact that the notification has been viewed independently of the browser
- Simulation sharing: sending an email to the user receiving the share
- Locking the launch of an automatic sectorization if one is already in progress
- Disabling the warning about the risk of losing changes when the server connection is lost
- Exporting an image uses the display of the active tab (when using administrative levels)
Spring '25 version
Publishing date: 01/04/2025
Main new features
Managing regions
Build a view of your data by region, easily select all territories in a region and display indicators by region.
Note that on this occasion, the behavior of the Transfer menu of the table has been slightly revised. It is now always used to transfer the selected elements to a higher-level entity. To transfer territories to another territory, you must use the Merge menu.
Estimated number of nights at a hotel
Available with the Premium option and real routes calculation, an estimate of the number of hotel nights required to complete all visits in a territory is now available.
Indicate the distance threshold for your company to accept nights at a hotel and obtain the number of hotel nights to plan for each territory.
Tune your visit durations and frequencies as good as possible
In the table actions, after selecting the visits to update, use the indicator update menu and define value filling rules based on the indicator values.
For example, based on the size of the store to be visited and your sales in that store, choose an appropriate frequency. Then check the recalculated workload and adjust your values ??until you get a workload as close as possible to 100%. This feature saves you from having to go back and forth with an Excel spreadsheet and allows you to keep track of the rule applied.
Other improvements
- Export the map as an image: it can now use the current view ans scale for generation
- Appearance of symbols at scale above 100% improved
- Geocoding corrections: possibility to indicate another country for the address to correct
- Geocoding: possibility to group points on the display ("Cluster" mode in the map layer manager)
- Saving simulations, thematics, indicator update rules: harmonization of the user experience and journey
- When creating a new thematic, the automatic ranges button does not show a warning anymore if no range has been created yet