Print print

Places View

 

Places are the accounts and locations your users will visit to complete their missions. Place details will include the address and can include contacts, like a store manager, if you have them.

In the mobile app, GoSpotCheck displays the nearest 50 accounts within a 25 mile radius of where the user is currently standing. Places automatically update based on location, adding up to 200 places to the mobile device, listed in order of proximity.

To view your Places, select Places from the main navigation bar at the top of the page.

Search for a Place

If you have a specific Place you want to search for, you can do so from the Places page.

  1. From the Places homepage, select Enabled to search for an active Place, or select Disabled to search for an inactive place.
  2. In the Search Table field, enter the name of the Place.

From here, you can click the Place to view more detailed information, such as contacts, properties, and mission responses.  

Tip: To return back to the full list of Places, click the X in the search field. Alternatively, you can simply delete the text you typed in that field.

Viewing Places

You can adjust the way you view your Places in a couple ways.

Sort Select the column header of the field that you would like to sort by. The first time you click the column header, the list will sort in ascending order. To sort in descending order, click the header a second time.
Show You can also modify the number of places visible on a single page. Just click the Show drop-down menu on the right side of the page. You can then select the number of places you would like to see per page. The number of places shown will automatically update.

 

 

Exporting Places

You can export a CSV file of your Places from the All Places page.

  1. From the Places homepage, select Enabled if you want to export active places, or select Disabled if you want to export inactive places.  
  2. Click Export.

You will receive a message that GoSpotCheck is generating the CSV, with a link to access the file. Alternatively, you can access downloaded files at any time by selecting your email in the main navigation bar, then selecting Downloads.

star
Have more questions? Submit a request