Individual Record Map
A tab to display an Individual Map section has been added by default on the Account, Contact and Lead records as a part of the Maplytics solution.
Here, two types of pushpins are plotted on the map:
- Orange color pushpin: This always indicates the record location on the map. This pushpin is movable on the map. If the user is not satisfied with the automatic geocoding information stored for the record, they can click on the pushpin and drag it around to the required location on the map. As the user moves the pushpin, the geocoding information (Latitude and Longitude) and the address is updated in the bar at the top. Use the Update buttonto save the updated geocoding information. It will ask the user whether they would like to update only the Latitude & Longitude values or the address as well. They can select the required option. This will help the user to geocode the address as per the requirement.
Set the ‘No Auto Geocoding’ option to ‘Yes’ available on the left-hand side, if the user has manually set the geocoding information and do not want the automation to override the geocoding information.
- Address: If users wants to modify the geocoding for any record, they can click in the Address text box.
After that, they can click on ‘Update’ button to update the address and Latitude & Longitude values. It will ask the user whether they would like to update only the Latitude & Longitude values or the address as well. They can select the required option. Apart from this, users can also click on the orange pushpin, drag it around to the required location, and then click on update to update the address and/or Latitude Longitude values.
Note: Users can be restricted to update the address and Latitude & Longitude values by assigning them a security template where ‘Allow Push Pin Update’ is not selected. Please refer to the Maplytics Security template in this User manual to know more about the same.
- Related Record Pushpin: User can use ‘Relations’ drop-down to select the available relationships for this Entity. Related records correspond to all 1:N relationship between the plotted Entity. The user can further see related record information by clicking or hovering on it. The required attributes like Email Address, Phone Number etc. can be selected within the entity map to be seen on hover or click. At a maximum, user can view 5 relationships at once. Default relationships can also be selected that will be plotted by default whenever this map is loaded. At a maximum, user can select five Default relationships. User can also select the color and pushpin icons for the related records. Check the Entity Map settings (refer to Installation Manual) to set Default relationship, colors & pushpins and adding more relationships to ‘Relations’ dropdown. In the image below, two relationships (Account-Contact and Account-Lead) are plotted for the account “Adventure Works”.