There are a few ways to delete sales accounts in AlignMix. You can lasso an area of accounts and then delete them. Or you can delete them by account ID number. You first select the account ID’s to delete in excel. Copy those to the clipboard. And then in AlignMix you click on paste from […]
There are several ways to delete sales territories in AlignMix. You can right click on a sales territory and then select delete. You can also use the sales territory table view and select multiple sales territories at once and then delete them
In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order […]
You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.
You can now easily toggle between your open tabs with a simple keyboard shortcut. Ctrl + Tab. Just hold down the Ctrl key and then click tab to move to the next open tab in your open AlignMix file.
We recommend updating AlignMix every few weeks to make sure that you are using the most recent version of the software. Simpy click on file and then on update AlignMix application to start the update process.
In order to import any County based data you first need make sure you have FIPS codes for your data. FIPS codes are 5 digit county codes that identify counties. You cannot use county names in AlignMix because there are many counties in different states that have the same names. That is why you need […]
This is a question that is asked quite often. What is the difference between account data and zip code data? Account data is linked to an account that is assigned to a zip code. Whereas zip code data is linked to an entire zip code. Accounts do not have to be assigned to the same […]