Mass Actions

The user has the option to take actions on the plotted records like adding to route or executing the workflow on selected records in the grid. Defined mass actions are as follows:

Add To Route: This option will add selected data points to the route. The user can add at max 25 data points to the route

Save Data: The selected records can be saved as static Marketing List or Personal View in Dynamics CRM

Change Owner: The user can assign the owner of the plotted records by selecting a user or a Team

Manage Territory: The User can assign or change the territory of selected records

Send Email: The user can send a mass email to the selected records. User can select any one the available email templates or a new email to write their own content. User can also choose to keep the recipient as To/Cc/Bcc in the email.

Select regarding: If user needs to send bulk emails and also wants to keep a specific record in the Regarding field into the email. They can select the option of ‘Select Regarding’. To view this option, they can follow the steps mentioned below.

  • Open the respective record to be set in Regarding field from the ‘Map’ button on the record. In the screenshot below, we have taken an Account ‘Gourmet to your door’ as an instance.

  • Now plot the required records to whom the mail has to be sent and Go to Mass actions to choose the option of ‘Send email’. Here, we have plotted Contacts.

  • Once clicked on ‘Send Email’ from ‘Mass Actions’, user can select the option of ‘Select Regarding’ and the Account that we plotted earlier ‘Gourmet to your door’ will be set by Default within the Regarding field.

This option will be visible only if the map has been opened using map button on a record.

Execute Workflow: The user can execute any on-demand workflow with this functionality

Export To Excel: The user can use this feature to export data from the map to excel. This functionality adhere to CRM security roles, if the user does not have the permission to ‘Export Data to Excel’ in CRM then that user will not be able to export data from Maplytics

Create Activities: The user can create activities for non-activity Entity records currently selected in “View Data grid.” The user can define the Activity, Subject, Schedule Start date and Schedule end Time, Duration, Owner(User/Team) and Priority. The activities selected in respective Entity maps can be seen in the list of activities available to create using the button of “Create activities”. By clicking this button below window will open and the activities will be created based on the inputs given in the window by the user.

For example: If a user selects the appointment as the activities to be created for 20 records plotted on the map. Now if they select the Schedule start date to be let’s say 1st August 2022 at 10 am and the schedule end time to be 5 pm along with the duration as 1 hour. So the appointments will start getting created for record 1 at 10 am for 1 hour and record 2 at 11 am for 1 hour and so on till the appointment for record 7 is created for 1 hour till 5 pm. Here it meets the scheduled end time i.e. 5 pm. Now for the rest of the records will be handled in the following days. So the appointments for the next 7 records will get created for the next day i.e. 2nd August starting from 10 am, each for an hour till 5 pm. Likewise, the appointment for the rest of the 6 records will get created for the third day i.e. 3rd August 2022. The user can also select the required owner or the record’s owner for the appointments being created. If the user has selected ‘Record’s owner’ in the space for the owner, the appointments will be assigned to the owner of the respective record i.e. if Record 1 has user A as the owner, then the appointment for the Record 1 will be User A itself.

Associate Records: This helps the user to associate a record with the plotted record(s) on map.

To do this, user needs to open the map using 'Map' button on the record they want to associate. In the below screenshot we have opened map from an Account.

Once the map is opened, plot the required Entity & View to associate the Account. Now, click on ‘Mass actions’.

In the below screenshot, we have plotted Contacts on the map using Proximity Search.

Within Mass Actions, click on ‘Associate Records’to open the window. Here, the relationships between both of the entities, the records plotted and the record from which the map has been opened will be listed. User can select the relationship through which they want to associate the records . Here, the record from which the map was opened has been selected by default. User can also select another record as per their requirement to associate with the plotted records.

This option will be visible in Mass Actions only if the map has been opened using map button on a record.

Associate records with many-to-many relationship

Associate records’ feature can also be used for many-to-many relationship. Users can associate multiple records of an entity with another related entity record. The related entity record can be an existing or new one.

For an instance, we have two entities Doctor and Patient with many-to-many relationship. Let’s say, the user opens the record of ‘Dr Danny’ of the entity ‘Doctor’ and clicks on ‘Map’ button to plot the record on the map.

Now in the map, user can choose entity Patient as Datasource to plot multiple patients on the map. In this case, the Active patients are plotted.

Now user can click on a record of Patient and select the option of ‘Associate Records’ from the Tooltip card to open the window. Here, select the relationship Patient N:N Doctor.

Associate with Existing Record

This option can be selected in order to view the list of the Existing Records of the Middle Entity. Here select a record from the list and ‘add’ to associate the records of the Entities Doctor and Patient.

Note: Associate record for many-to-many relationship can only be performed through the tooltip card and cannot be performed from the Mass Actions.

Auto Scheduling: This can be used to create a schedule for one or more users automatically. Refer to the section of Auto scheduling to know how Auto Scheduling works.

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