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.

Case 1: Single Entity, Three Attributes

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, Owner, and three different cards have opened up for each of them.

The category cards shown above state which category is represented by which pushpin. The categories are represented with three different parts of every single pushpin, star, pushpin, and pushpin shadow. All the above three icons combine to form a pushpin, which will represent the plotted records. Each of the three parts represents three different categories with different colors. For example, the category card ‘Account – Annual revenue’ shows that the icon represents the Account records that belong to different ranges of Annual revenue with different colors. The category card ‘Account-State shows that the icon represents the Account records that belong to different states with different colors, and the category card ‘Account-ZipCode shows that the icon represents the Account records that belong to different zip codes with different colors.

Case 2: Single Entity, Two Attributes

In case, the user has selected only two attributes to categorize the entity records, the map will display the categorized pushpins, and legend cards for each category which will appear on the left. Suppose the selected categories are Address- City and Industry, the search result would look as follows.

The 1^st selected category (in this case, Address- City) would have grey pushpins assigned to each City.

The 2nd selected category (in this case Industry) would have different colors assigned to different industries.

If the Accounting Industry is present in New York City, the city pushpin shall be represented in the industry color.

If the user decides to concentrate only on a few Cities in the Address legend, he can deselect the others. Only the selected cities will be present on the map, and the pushpins for the others will vanish. If an industry is present in one of the deselected cities only, it too shall get deselected in the legend.

Similarly, if the users concentrate on industries such as Accounting, Business Services, and Consulting, the pushpins of only those cities where these industries are present shall be active on the map.

The plotting of categories follows the 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 another 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. The category card will now be displayed under the filter card.

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