Territory Managerby Davey Enterprises
Visits › Excel cards

Put your visits onto your Excel route cards

For the testing period, while the office still reads the Excel cards. Every visit worked in Territory Manager that is not on a card yet is added to it — the count row and the fill row, by part number. A visit already on the card is left alone. Nothing is uploaded, and nothing in Territory Manager changes.

Pick the folder your route cards live in once — your Dropbox folder, or a folder you make for them (the chooser has a New folder button). Territory Manager remembers it on this computer, and from then on Update my cards adds your visits to every card in it, in place. A card that is open in Excel is left alone and named; close it and press the button again.

Choose your route card files — or drop them here
.xlsx files, one per account; pick several at once. The updated cards come back as downloads to copy over your originals.

What happened to each card

CardWhat happened