Detail Map Control for Dataset

User can add this control to any entity dataset or dashboard to visualize all of the records of the view, sub-grid or dashboard on a map. User can also click on the pushpins to highlight them. Highlighting multiple pushpins can help the users to perform various actions from the ribbon on all the highlighted records at once. Detail Map Control provides the user with the freedom of using Maplytics features right from the page without switching to any other screens. User can also perform the following Maplytics features within the Detail map control:

Visibility of Maplytics actions within the Detail map control will be dependent on the actions selected within the Security Template if any assigned to the logged-in user. Please refer to the Security Template section.

• Plot entity records – The records of the entity dataset on which this control has been added will be plotted on the map by default. Up to 25,000 records will be plotted as clusters on the map with an information bar. Users can view the next batch of 25,000 records by clicking the ‘Load More’ option on the bar.

They can hover on the pushpins to view the details regarding the pushpin and click on the pushpins to open the respective tooltip card. Users can use right-click to open the contextual menu which allows taking certain actions on the respective pushpin. They can open the record, set the respective record’s location as origin, destination or a waypoint to a route. They can further set the record’s location as current location, POI location or take actions like add tasks or Schedule Appointment based on the actions configured for the Tooltip card. With the Contextual Menu, user can use the option of ‘Save Settings’ to save the default locations for current location, Origin, Destination and the default Map Zoom Level & map centre.

• Plot multiple datasources - Other than the default data plotted on the map i.e. the Entity dataset on which the Detail map control has been added, user can also select two more Data sources and their respective active views to plot the same on the map. Thus, a maximum of three datasources can be visualized on map.

Users can also select the required colors and the shape of the pushpins for the records of the view within the Datasource section in the Plot Records card. Once the color or pushpin is selected, it will instantly reflect on the map.

• Multi-Address Plotting – If users have multiple addresses saved for their entities then users can use the feature of Multi-address plotting to plot the records based on multiple addresses at once in the same map. This feature enhances the visualization experience of those records that have a presence in multiple cities or states etc. The required addresses once configured within the Entity map can be selected and plotted on the map. In the Plot Records Card, the user can click on the three ellipses and then click on the ‘Select Address’ button after selecting the Datasource & View select the multiple addresses based on which the records need to be plotted, and hit the search button. The respective addresses plotted on the map will also be listed in the layer menu which can be toggled to focus on the required data on the map.

• Search Options – User can choose the search options By Location, Region, or Drawing to plot the data as per their requirement.

By Location: This search option will be selected by default. The following screenshot shows records of Staten Island view have been plotted by location.

By Region: The below screenshot shows the active account records falling in New South Wales, Australia.

By Drawing: The below screenshot shows the accounts falling into the drawn shapes.

By Territory: The user can plot and view the records falling in a selected territory. The territories can be created and records can be assigned to them as described in the detail map by the Territory Manager with a license. PCF supports plotting and visualization of those records by the users. The plotted records can also be categorized based on the fields. The below screenshot shows the accounts falling in the Territories of ‘Staten Island- Mid, North, South’.

The plotted territories are visible in the ‘Territory List’.

Using the multiple search option, territories can be plotted in ‘Search 2’ as well.

Records plotted within the territory can be selected using the Lasso tool. Activities such as creating appointments, sending emails, adding routes, saving selected records, and more can be performed on them. These can be further explored in the ‘Lasso Tool’ section below.

Note: All users have access to the 'By Territory' search option, provided that at least one territory management license has been issued. This functionality will be operational even for users who are not part of the territory management team.

By Template: The user can save the search criteria as a template using the ‘Save Template’ button within the Plot Records Card. They can plot the respective saved templates using the ‘By Template’ search option. All the Templates saved by the client publicly are available for plotting.

The following Proximity Search has been plotted for records in Staten Island. This search result can be saved as a Template using the Save Template option.

Adding a convenient name it shall be saved for Public access.

The same Template or a different one can then be plotted using the ‘By Template’ option in the Plot Records Card

When the template is plotted from the default search layer, it will appear in the new search layer with the default search layer being disabled. It can then be enabled manually from the Layer Menu. When the template is plotted in a new Search Layer, it appears in the same layer with the default layer visible as is. The below screenshot shows account records within the User’s Proximity plotted using a Template ‘Feb Visits’.

• Plot categorized data- The user can also select an attribute for each data source plotted on the map with the option of ‘Select category’ to categorize the data sources based on the selected respective attribute.

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Users can also select the required colors and the shape of the pushpins for the respective category within the category card. Once the color or pushpin is selected, it will instantly reflect on the map.

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

• Tooltip card: While users click on any record’s pushpin, the pushpin will be highlighted and the tooltip card will open for the respective record. Users can view more details of the record on the tooltip card. The tooltip card actions buttons will allow the user to perform required actions like Show related records, create tasks, create phone calls, etc. on the selected record. The screenshot shows the use of the Tooltip card action button ‘Show related records’ that plots related records based on the selected relationships for the respective record.

All the users of the record can follow/unfollow the record in order to enable/disable viewing of the timeline with a note of all the actions performed on the record.

• Show Entity Image – If a record has an image saved within, while the user clicks on such record they will be able to see the image record on the tooltip card. Moreover, the user can also hover on the image appearing in the tooltip card to zoom in on the image. The user needs to select the ‘Default Image’ field in the field of ‘Entity image’ in Entity map to view the record image on the hover and tooltip card. Please refer to the installation manual.

Users can also hover on pushpins plotted on the map to have a quick glance at its details as well as the image associated with the record.

• Proximity search – The user can set any location as the current location from the tooltip card or contextual menu with a right-click on any location on the map. Once the user sets the current location, they can perform a Concentric Proximity Search and can look for the Line-of-Sight Distance on the hover or the tooltip card for any record plotted within the Proximity. The user with a Truck Routing license can enable the ‘Drive Time Zone’ option and view the boundaries of regions that lie within specific travel time.

Drive Time Zone

Suppose a user is willing to travel within specific regions that lie within a certain travel time, he can enable the option of Drive Time Zone and visualize the regions of the records within that travel time. The time could be in minutes or hours.

Suppose a user is willing to travel for an hour, the Drive Time Zone will be visible as follows.

The User can go to Settings> Maplytics Configuration Details> Advance Settings> Enable Drive Time Zone and select the check box to enable the option.

The user can click on Save & Close the changes once the check box is selected and plot and view the regions comfortably along with the records. The user can also create new records in this drive zone.

To be able to enable this option, the user needs to hold the license for Truck Routing which has been explained in-depth within the Truck Routing section.

• POI locations – User can set any location as the POI location from the tooltip card or contextual menu with a right-click on any location. Once the user sets the POI location, they can use the POI card and view any geo-tagged Bing mapped locations by clicking on the icons available or entering the keyword for the required location. For example, the below screenshot shows the POI locations plotted for Coffee places.

The plotted POI records also get listed in the Data Grid. Any of the cafes as in the above example can be selected using the checkbox, individually, records on a page, or all the records on all the pages.

When clicked on an individual POI record, the display zooms toward it, and the push pin blinks rapidly

The plotted POI records can be saved as ‘New Records’ within the CRM individually or altogether by selecting the Entity.

Routes can be created by adding the plotted records as waypoints.

The records plotted in this manner can be exported to Excel

Note: POI Enhancement is operable in Search 1 Layer

Route Optimization – The user can set any location as the origin, destination, or waypoint from the tooltip card or contextual menu by right-clicking on a record or anywhere on the map and getting the route created for the waypoints selected. Users will get further options like selecting the unit for the distance, Optimizing the Route based on the Shortest Time or Shortest Distance, avoiding highways or toll roads and seeing Traffic, etc. within the direction card. Once the route is created, the user can use the ‘Save’ button on the Directions card to save the route. They can use this button it to add changes to an existing route or save it as a new route with a date and owner assigned. The saved route can later be plotted using the ‘Open Saved Route’ option by entering a date or range of dates.

With the Multiple Routing feature, up to 10 saved routes can be visualized on the map at once. The waypoints can be added/deleted and the routes get updated accordingly. All the Routes are color-coded in color legends.

Using the Add Waypoints option, a user can add records from any Entity to a route on the map as waypoints and reroute it.

A lookup table of records appears on selecting the desired entity. Records to be added as waypoints can be directly selected from the Lookup or after passing the relevant keyword in the search bar. Once added, the record appears as a waypoint and gets added to the route on clicking Go. Multiple records can be added as waypoints in this manner.

Users can also use the ‘Open Navigation Links’ button on the Direction card to view the turn-by-turn directions to navigate themselves for the route on Google Maps or Waze App based on the App Set in the User Configured Detail record. Users can also send the route as an email to any other user or clear the route with the options on the Direction card. Users can also click on ‘Print Route’ to print a Route as well as the adjoining Map.

• Layer Menu - The user can show/hide the layers of the plotted data on the map using the Layer menu to view only the data that is required.

• Current location - While using Maplytics Detail Map Control on Mobile/Tablet, users can easily plot their current GPS location with the help of the ‘Locate me’ button thereby making it easier to perform a Proximity search and relate the data plotted on the map in terms of their location.

Check-in/out- The Check-In feature enables users to register their arrival and departure time for the meetings while navigating the field with the help of the Check-In and Check-Out buttons. Users can click on any record’s pushpin to open the Tooltip card click on the Check-in button to register the arrival to the meeting location and click on the same button that gets converted to the Check-out button and register the meeting completion and departure from there. Users can further add some notes for the respective records and also create pending check-in/out requests if they are outside the default radius.

Once the field team has checked in/out for respective meetings, their managers can plot the Check-in entity to plot the respective check-in/out records on the map and analyze which pushpins are valid and which are invalid to track the performance of the field team. They can also plot the pending check-in/out requests and approve/reject the same.

• Land Area Mapping – Organizations working with lands, real estate, farms, etc. can visualize their lands/properties on the map with this feature. Users will be able to assign land regions to the records and visualize them on the map to understand the coverage of the area for each of the records using this feature. Lands can be assigned to the required records as mentioned in the section ‘Land Area Mapping’ in this manual. Once the lands are assigned, users can select the entity in Datasource and the respective view in the ‘Plot Records’ card in the map to plot the record on the map as pushpins. While visualizing records on the map, users can right-click on any pushpin to open the Contextual menu and use the ‘Show Land Area’ button to plot the land(s) that is assigned to the respective record. The user can also see all the lands that have been assigned to all the records that are plotted on the map, using the ‘Show Land Area’ toggle button on the Layer Menu, and show/hide the same.

Multi-Search Layer

While users have so many search options and features to plot data on the map, they also have the capability to perform more than one search at a time to plot data on a map. For example, if the user needs to view the data with the search of By Region as well as By Drawing together on the same map, they will be able to do it with this ability of Multi search.

In the Detail map control, the records from the respective view will be plotted by default. In the below screenshot, the map shows the default view of the Accounts plotted with pushpins in green color. To add more searches to the map, the user can click on ‘Add New Search’ to select the required search option and Data sources for the same.

The below screenshot shows that the Search option ‘By Region’ is selected in the New search which becomes ‘Search 2’ after clicking on the Search button. It is now showing all the records from Alabama, USA in purple color. However, as the default view was already plotted in green color pushpins, the records are still there as part of Search 1. Since the views for both of the searches are the same i.e. the default view the purple pushpins of Search 2 are overlapping on the green pushpins of Search 1.

The number of multiple Searches is visible in the Plot Records Card. Users can also click on the ‘Delete icon’ to delete the respective search layer.

The ‘Layer Menu” will show the layers based on the Searches performed. This screenshot shows Search 1 which contains the default view plotted, and Search 2 with the records plotted from Alabama State using the By region option as mentioned above. Users can use the toggle buttons to hide/show the Search layers or the layers within an individual Search. This will also help to view the pushpins that are overlapped by other pushpins in case the views selected in two searches are the same as in our example above.

Users can also use the ability of Multi-Search layers to perform Proximity Searches at different locations on the same map. The below screenshot shows Search 1 where the Proximity search is performed on My Active Accounts is the default view here & the All Contacts and Search 2 where the Proximity search is performed on My Active Accounts in a different location.

While clicking on the circles of the proximity searches the Summary card information will be shown based on the pushpins belonging to the respective Proximity Searches.

• Shape Operations- Using the plot by-drawing feature, two or more shapes can be drawn on the map. The user can then perform 3 types of shape operations i.e. Difference, Intersection, and Union on the overlapping shapes. The records then get filtered according to the shape operations used. The option can be availed by right-clicking on the overlapped shapes.

Difference- This highlights the shape(s) obtained by subtracting the overlapped ones from the selected shape.

Intersection- This highlights the shape(s) where the selected shape and other shapes overlap.

Union- This adds all the shapes overlapped on the selected shape

The records plotted within these shapes on performing the operations are visible on the data grid on the right.

Using the ‘Undo’ option the operation is reverted and all the records from all the drawn shapes become visible. Using the option of ‘Reset’, the user can remove all the operations that are performed on the shapes drawn on the map

Advanced Shape Operations

This enhancement in the shape operations utilizes the Multi-Search feature to perform multiple search operations simultaneously. Shape operations are performed on the overlapping shapes plotted in this manner.

For instance, a user can perform a proximity search in two different search layers. Once the proximity circles and the records within them are plotted, Shape Operations can be performed on them as seen above.

The filtred records derived using the Shape Operations are visible in the Data Grid. Mass Actions can be performed on all of these or a selected few records as required.

Records could be saved for future use, Emails could be sent to them, activities could be created for them, or they could be added to a route.

• Map mode and labels- Two map modes are available viz. Road and Aerial view. Users can also select to view the labels of regions on the map.

• Data Grid – All the records of the view are listed in the Data Grid. The check box against the records can be ticked to utilize the records for operations.

In case a particular record needs to be selected, it can be filtered out from all the records of the view by adding a suitable keyword

The records appear in the form of pages with a fixed number of records displayed per page. Using the ‘Personalization Settings’, the number of records displayed per page can be selected by the user. If 50 is the set record limit, the records after the 50th will appear on the next page. Next Pages can be viewed by clicking on the arrow at the bottom.

The ‘Master Check Box’ is used to select records per page

Enabling the ‘Select All Records’ option, selects all the records on all the pages of the display

Note: If the selected records count is above 250 then only Maplytics Mass Actions can be performed on the records and if the record count is below 250 then the user can perform Maplytics mass actions and interact with the ribbon bar

Hovering over the record image displays the details of the records. These details are configurable

Clicking on the record row in the data grid zooms the map view to the area of the pushpin. The pushpin blinks a couple of times and rests

• Lasso Tool- The user can use this tool to select a bunch of records together at once. The records will be selected in the data grid and be available to perform multiple activities.

• Mass Actions – Mass Actions can be performed on the selected records. They could be added to a travel route, the selected data set could be saved, activities could be created for these records, and emails could be mass-sent to them.

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 a static Marketing List or Personal View in Dynamics CRM

Within the Marketing List option, the records could be added to an Existing Marketing List selected from a drop-down menu or a New Marketing List created at that moment.

The Personal View too can be given a Name and Description

Create Activities: The user can create activities for non-activity Entity records currently selected in the “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 “Create activities”. By clicking this button below, the window will open and the activities will be created based on the inputs given in the window by the user.

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

Export To Excel: The selected records get downloaded in a new Excel Sheet. The columns of the Excel are the same as that of the Entity.

Smart Route: The route plotted using the Add To Route button above can be optimized for the shortest travel time or distance. The order of the waypoints can be adjusted and the route re-routes itself.

This optimized smart route can thus be saved with a name, date, and, an owner.

Activities such as appointments/tasks can be created for each of the waypoints on the smart route using the Create Activities option. In case of Appointments being created, the subject, start date and time, end time, duration of each appointment, buffer time in between appointments, priority, etc. can be saved, along with the Smart Route.

The activities created in this manner can be given a dynamic subject name by making a few changes in the Settings

Once saved, the user can have a preview of these appointments with start and end times. Activity details can also be edited at this stage if required.

The appointments created in this manner are visible in the Activities list under the Activity Name provided in the Subject. The start, end date, and time, too, are visible for each. The Smart route is visible in the Activities section under the Route Category.

Note: Activities will be created only for the selected date

• Favorite Places- Users visit some places more often than the rest. Such places are set as current locations, locations of interest very frequently. It is a hassle to plot and search for them every time. Thus, ‘Favorite Places’ could be used to ease it.

By default, the menu would be blank and the user will be able to add his favorite places to it.

This can be done by right-clicking directly on the map or on any record pushpin. The address field is populated with the address of the pushpin and cannot be changed.

However, when the favorite place being added is directly from a map location, the address can be selected from the auto-suggest list. The place can then be saved in the My Favorite Places list after giving it a suitable name.

The third way to add to the Favorite List is by directly clicking on the ‘+’ sign and filling in the details.

Operations on My Favorite Places- A few operations, as follows, can be performed on the records in the favorites list.

Plot on Map- Clicking on this option, the favorite place gets plotted on the map. On hovering over it, the name and address of the favorite place is visible. The respective layer of favorites also becomes visible. The Plot on Map option changes to Remove from Map in order to remove the favorite record that has been plotted.

Once a favorite pushpin has been plotted on the map, the Layer Menu for Favorite Places will be enabled. Once all the favorites have been removed from the map, the Layer Menu for favorites will not be visible.

Set As Origin- Clicking on this option, the favorite place gets added as the Origin for a route

Add To Route- This option adds the favorite place to the route as a waypoint

Set As Destination- The favorite place shall be added as the destination for a route

Delete from Favorites- The Favorite Place shall be removed from the list

Set As Current Location- When a user wants to set a location as Current Location and there are a few records already added to the favorites list, these favorites will get auto-suggested for Current Location when the user clicks on the space bar. Thus, they can be quickly selected and plotted.

Similarly, if the user enters an address in the Current Location and the address is similar to any records in the favorites list, it will be prompted on top of the auto-suggest list.

Set As POI Location- When a user wants to set a location as POI Location and there are a few records already added to the favorites list, these favorites will be auto-suggested for POI Location when clicked on the space bar. Thus, they can be quickly selected and plotted.

Similarly, if the user enters an address in the POI Location and the address is among the favorites list, it will be prompted on top.

Note: Only 20 places can be added as favorites in the Favorite Places List

• Reset Button- This button resets records as per the current search

- The user can print a Route as well as the adjoining Map. Users can plot a route on the map, and use the button ‘Print Route’ to print the route.

There are some limitations to some of the features mentioned above which will be available in our future releases.

Steps to Add Control: To add this control on an entity grid, the user can follow the steps mentioned below:

• Go to Settings > Advanced Settings > Customizations > Customize the System > Components > Entities > Required Entity Here, we have taken the Contact entity for an instance. Within Contacts, go to Controls > Add Control > Select Detail Map Control for Dataset > Add

• Users can choose to allow the control on the Web, Phone, or Tablet. Click on Save > Publish.

• Users can open any view of the entity to view this control.