IntroductionThe Mapping Module is available as an optional module and includes: |
Creating a Map ViewCustomer, supplier and prospect records can now be displayed through an interactive map view
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Route PlanningCreate the optimal route for your Sales Team or Service engineers.
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Set up and FAQsGoogle Mapping is available as an add-on module on a subscription basis and costs from £60 per month for up to 1000 map 'look ups'.
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The 'Map' view option has been added to all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to be displayed on the list (eg Post Code) else an error will be displayed to the user.
The map view shows individual pins for each object when there are less than approximately 100 of them and groups them together when there are more, for performance and ease of use. The user also has the option to sub-group by a field of their choice from the currently displayed fields and this will allow them to see a breakdown by each distinct value.
Ensure you have a column with a Geocode Field - for example Post Code. Filter list as required and click the Map Tab
Clicking on a pin will highlight the Account in the legend and vice-versa. To open the Account record click the Account Icon.
Where there are more than approximately 100 items the location will be shown in groups:
The information can be broken down further by sub-groups for example by Account Manager or by Industry:
To show all records within a certain a certain radius of a location click the Globe Icon, enter a post code, click Look Up then add a radius to search on.
Filter your list and click the Route Tab (ensure you have a geo-coded field on the list, eg post code, and a maximum of 25 items in the list.
Click to opitmise your route, use 'Custom Waypoint' to add start/end points or additional places to visit. Click the print tab to print directions.
Items in a list view can be added to the drop box in the bottom right hand side of the list view.
Additional items from other Geo Coded lists can be added.
Once items are in the Drop Zone click Route Planner to view the Route
From a Map view of Items for example a filtered list of Accounts, drag and drop individual pins into the 'drop zone' then click Route Planner
To get directions from your current location to a particular location (eg an individual Account) search for the item and click Route. Your current location will automatically be added.
Google Mapping is available as an add-on module on a subscription basis and costs from £60 per month for up to 1000 map 'look ups'. Please contact your Gold-Vision Account Manager for more information or assistance with the initial set up.
Users can't see the Map Tab
Check that the setting Access Mapping is selected for Users in the Administration Console
Users can't see Geo-coded records
Make sure your Geo-Coded field is on the list design. This is shown by the Globe Icon
Not all records have been Geo-Coded
Check with your Account Manager. It may be that you have done a Data Import and have gone over your Daily Quota.
What is my Daily Quota?
Geo-Coded items (for example the Post Code of your Accounts) are refreshed over a period of 21 days. Therefore if you have 42,000 records to Geo-Code, we will set you Daily Quota to be 2,000.
What if I have a Data Import to do?
Contact your Account Manager, we might need to increase your Daily Quota and if you would like your new records to be Geo-Coded straightaway there is a one off fee of £30.