Introducing Lasso Exports, Field Name Changes, Undo Import, and more

Summer is here! And so are some new features! We are constantly trying to improve Badger for you. These 3 features, can help you with planning routes and managing your customers even better.

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Manage Data More Easily

Export Lasso’d Accounts

Hone in on a part of your territory by exporting an Excel spreadsheet of the only some accounts that you want to focus on.

If you’ve ever wanted to export a certain area from your map, you can now easily export them  from right within Tools. 

To do this, log into the web app here. Use the Lasso or Radius tool to select a group of accounts. Under “More”, you’ll see the option to “Export Accounts”. Once you click this, you will receive an email with a link to the file containing the account details of the accounts you selected.

Undo an Import

Imports can be tricky - so we’ve created a tool to help with them.

Every time you import into Badger, we take a quick backup of your data. So once you complete an import, “Restore Last Backup” under Settings. Clicking this will simply restore you account to what it looked like right before the import. Please note that any check-ins, routes, or notes created after this last back-up will be lost. 

Easy Editing

Edit Field Names

Strong data begins with strong fields in Badger. You can now edit a field name with just three clicks!

To edit field names, log into the web app here, head to “Settings” and click on “Manage Fields”. Click the grey pencil to the right of the field you wish to edit. Make your changes and click “Save”. From here, you can also remove, add, and arrange fields.

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