Multiple Categorization for Single Entity

Users can also plot a single entity records categorized by multiple attributes e.g. Account records categorized by Open revenue, Originating lead, Owner. The user can choose an entity twice or thrice with two or three different views respectively and choose required attributes for the respective views to categorize the same entity with different attributes. User can select a maximum of three attributes to categorize a single entity.

User can select a maximum of three attributes to categorize a single entity.

While plotting a single entity categorized by three attributes, three category cards will open up for the three attributes. For example, the screenshot below shows Accounts plotted on the map which is categorized by three different attributes viz. Annual Revenue, Industry and Owner and three different cards have opened up for each of them.

The category cards are shown above states which category is represented by which pushpin. The categories are represented with the three different parts of every single pushpin.

All the above three icons combine to form the following pushpin:

This will represent the plotted records. Each of the three parts represents three different categories with different colors shown within the category card. For example, the category card ‘Account – Annual revenue’ shows the Star part of the pushpin and represents the Account records that belong to different ranges of Annual revenue with different colors. The category card ‘Account-industry’ shows the Body part of the pushpin and represents the Account records that belong to different industries with different colors and the category card ‘Account-Owner’ shows the Base part of the pushpin and represents the Account records that belong to different owners with different colors.

In case, the user has selected only two attributes in order to categorize the entity records, the pushpin will be used to represent two categories that will be a combination of Body and Base part of the pushpin as shown below:

The plotting of categories follows AND condition. This means that if the user deselects a category in one category card, then all the pushpins for records that belong to that category will be hidden from the map even if any of the records belong to any other categories as well. For instance, if the user deselects the category of Annual revenue between 5000-10000, then all the pushpins for the records that belong to this category will be hidden from the map even if any of these records belong to other category like owner or industry.

In the screenshot below, three categories have been selected viz. Annual Revenue, Industry and Owner.

In the screenshot below, only two categories have been selected viz. Annual Revenue and Industry.

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