By Template
This helps the user to plot the predefined search criteria in Detail Map. The user can save the search criteria as a template and use the ‘By Template’ search option to quickly plot the data with that search criteria. This helps the user to save a considerable amount of time.
For example, if any user is assigned with a task where the requirement is to regularly plot ‘My Active Accounts’ records in 2 miles of a particular location and filter a particular Industry, then the By Template option can be beneficial.
The User can use the button ‘Save template’ to save the search criteria as a template and define the access level of the Template while saving the template as described below:
- Personal – The users can limit the usage of this template to themselves
- Public – Anyone in the organization can use this template
Apart from saving the information of Plot Records, Category card, and filters from Grid, it also saves the Zoom level & Center of the map.
Note: Please assign ‘Maplytics User’ security role to Team Maplytics before exploring this functionality.
Last modified 1mo ago