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 plot the required criteria on the map and use the button ‘Save template’ to save the search criteria along with the pushpins and their colors 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.

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