Quick Call to Action Buttons

Users can associate quick action buttons. This helps in saving time while switching between screens to take action. The first four actions are the default actions and cannot be changed by the user. Users can further add actions for creating records for activities and related entities. The default records are as follows:

• Change Owner : Assign an owner to the respective record by selecting a user or a team.

• Open Record : Open the record directly from this screen to edit any field.

• Plot Related Record : Plot One-to-Many and Many-to-One Relationships/Related records of a particular record as shown below:

Select the required relationships from the list and click on ‘Plot Records’ button. Related records will be plotted as shown below. Use ‘Parent Records’ button to switch between Parent and Related records data points.

• Run Workflow : The user can execute on-demand workflows on an individual record. When clicked on this button, it will open a window which will list down all the on-demand workflows available for respective Entity as shown below:

Follow and Unfollow: When clicked on the pushpin the respective Tooltip card opens that has actions on it. The follow/unfollow action is visible among them.

This action enables the Admin and all the users to follow the record.

In this way, the activities performed on the record by the users get listed within the timeline. The emails sent, contacts updated, and more can be easily viewed and tracked. With these updates, the admin or the users can understand the activities performed on the record by any of the users or the admin himself.

The same button switches to unfollow if the record is already being followed. With ‘unfollow’, the activities will not be visible on the timeline. This means User A will not be able to check if an Email invite has been shared with the record by User B, and so on.

The principle of follow/unfollow in Maplytics is similar to the one within Dynamics 365 CRM.

The user can define this action under ‘Advance Settings’ in Entity Maps. Go to Setting > Entity Map Advance Settings > Tooltip Card Actions or refer to the ‘Setup Entity Map’ section of the Installation Manual for further instructions.

The user can customize the rest of the actions according to their requirement. For example, user can add Email, Add Task, Appointment and Quote and many more.

• Email : Send email to this record.
• Add Task : Add task to this particular record.
• Appointment : Schedule appointment with this record.
• Quote : Create Quote related to the plotted entity record.

The user can define these actions under ‘Advance Settings’ in Entity Maps. Go to Settings > Entity Map > Select Required Record > Advance Settings > Tooltip Card Actions or refer to ‘Setup Entity Map’ section of Installation Manual for further instructions.

Hover

User can hover on Dynamics CRM Records plotted on the map to have a quick glance at its details and the record image. The user can have a maximum 6 different attributes here apart from the title attribute. Refer to the ‘Setup Entity Map’ section of Installation Manual for steps to configure attributes and image on hover.

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