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Summary Card
The user can click on any enclosed area to get the summarized information of the plotted records in that area in a summary card. The area clicked will get highlighted and the respective data will be visible in the data grid. The user can customize the settings for this under the Summary card section in the respective ‘Entity Maps’. Refer to ‘Setup Entity Map’ section of Installation Manual for further details.
With territories plotted on the map, Summary card also provides a button to ‘Open Record’ that can be used to open the respective territory from the map itself and ‘Change Manager’ to change the Territory Manager for the selected territory.
Last modified 8mo ago
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