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Information Resource Center

Using the My List Functions

Accessing My Lists

The My Lists function enables you to add, name, and save a list of locations using the bulk upload operation.

To access My Lists:

  1. Click Network Finder from the navigation sidebar.

    Result: Network Finder menu expands.

  2. Click the My Lists tab.

    Result: The My Lists page displays. In the following example, no lists have been created or saved. Once lists are created and saved, they are listed on this screen. See Adding a List.

    NF-My_Lists.png

Adding a List

To add a list to My Lists:

  1. From the My Lists page, click the plus sign icon Add02.pngthat appears at the top right side of the page.

    Result: The Add a List dialog box displays.

    NF-Add_a_list.png

  2. In the List Name field, type the name that you want to use as an identifier for this list. This is the only required field.

  3. Click Add.

    Result: The newly created account name displays in the list.

    Note

    The Add button is disabled (dimmed) until a list name is entered.

  4. Optionally, enter the following information:

    Field name

    Description

    HQ Address

    The address of the account’s headquarters.

    Phone Number

    The phone number of the account’s headquarters.

    Domain

    The URL for the account’s website

    Contact Name

    The name of the contact person for this account

Adding Locations to a List

To add locations to a list:

  1. Click the > arrow that appears to the left of the Name field.

    Result: The page expands as shown in the following example.

    NF-Add_location_to_a_list.png

  2. Click the PLOC_upload_add_addresses.png button.

    Result: The Add Addresses page displays.

    NF-Add_address_DBox.png

    Note

    When entering an address, it is recommended that you enter the complete and exact street address for your location.The 5-digit zip code is optional but recommended. If entering multiple addresses, each address must be separated with a comma, for example, 1800 Amphitheatre Parkway, MountainView, CA, 94043.

  3. From the Add Addresses page, choose from the following options:

    • To enter a single address, type the address into the Single Address Autocomplete field.

    • To enter multiple addresses, either type the addresses in the Enter Multiple Addresses Here box or copy and paste them from an external file.

      Note

      When entering multiple addresses, each address component must be separated with a comma, for example, 1800 Amphitheatre Parkway, MountainView, CA, 94043. As a best practice, start a new line for each new address.

    • To upload a CSV File containing addresses in bulk format,

      1. Optionally, click Download Upload Sample to see the required format for uploading addresses.

      2. Click Upload CSV File located at the bottom left side of the page.

      3. Locate the CSV file you wish to upload and either double click on the file for import or open it. The addresses are uploaded and display in a list below the Upload CSV File button.

      4. Scroll to the bottom of the page and click Import.

  4. Click Validate. All valid USPS addresses display with a green check mark. If the address is not valid, an X appears beside the address name. If the address is not validated, only partial information is returned (such as network providers in the local area).

  5. Click Import.

    Result: All validated files are imported as shown in the sample figure that follows.

    The Network Intelligence Progress status bar shows the progression as network intelligence data is pulled from the database (i.e., LEC, Cable, OnNet, NearNet information).

    See “Acting on a List of Locations”.

Acting on a List of Locations

NF-Acting_on_list_of_locations.png

Once a named list is populated with addresses, you can perform these functions:

  1. Click the Details icon PLOC_details that appears to the left of an address to view location details, such as Network Providers at that location, a satellite image of the location on the map, and a list of adjacent businesses to that location.

  2. Click the Add note field to the right of an address to enter any special notations you wish to store with that record.

  3. Click on the Actions menu icon PLOC_action_menu.png that appears to the right side of the screen (see sample screen above) to perform these functions:

    • Export All Addresses to a CSV file – Downloads a CSV file containing all addresses in the list including the network intelligence information for those locations (i.e., LEC, Cable, OnNet, NearNet information)

    • Email All Addresses – Emails a CSV file containing all addresses in the list to your email address

    • Remove All Addresses from the account – Deletes all addresses from the saved list/account

  4. Regenerate Network Intelligence - Where applicable, click the Refresh button to regenerate network intelligence. The progress bar reloads.

    Because Network Intelligence requests cannot be initiated when cache is empty, you may receive an error message stating “Cache not found. Please click the Refresh button”.

    NF-NI_Refresh.png

Viewing Routes from My List on the Map

To view routes on the map:

  1. Click the My Lists tab.

  2. Click the Details icon PLOC_details to the left of the location.

  3. From the Details page, click the Map tab.

  4. On the left side of the map, click either Company Routes or Published Routes to view the selected routes on the map.

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