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The following are step by step instructions on how to create Geo-Fences and receive alerts when a geo-fence is entered or exited.

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  • Click on Accounts

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  • Find the account that you want to work on and click on the account name

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  • Scroll down to the Additional Options section and click on the Set Location and Geo-fence link

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  • When the page opens click on the blue Set From Address button

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  • The system will determine the GPS location by using the address you provided on the account detail page and place a red GPS marker on the map at that location.  Using the zoom in + or out - buttons will allow you to make sure that the GPS marker is in the correct location.  If the marker is not in the correct location you have the ability to click on the map and move the marker where you want, as you will see below.