> For the complete documentation index, see [llms.txt](https://docs.maplytics.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.maplytics.com/maplytics/azure-maps-google-maps-mapbox/features/plot-records-on-map/contextual-menu.md).

# Contextual Menu

A user can right-click on the map to open the Contextual menu. It provides commonly used features in Dynamics CRM, such as creating a new record, setting origin/destination, selecting the current location on the map, and more.

The contextual menu provides the following options:

<figure><img src="/files/LK78dZ8npxznccW0Mk24" alt="" width="219"><figcaption></figcaption></figure>

**Create New Record:** The user can right-click anywhere on the map or any resulting POI and create a record for that particular location. This will save the record with the details of the address and the geo-coordinates.

<figure><img src="/files/tqfIbnns67ilSMMh85yH" alt="" width="301"><figcaption></figcaption></figure>

{% hint style="info" %}
***Create new record option will not be available for existing record pushpin***
{% endhint %}

**Directions:**

* **Set As Origin:** This option will set the address of the pushpin/map location as the start location of the route.
* **Set As Destination:** This option will set the address of the pushpin/map location as the end location of the route.

**Add to Route:** This option will set the address of the pushpin/map location as an enroute waypoint(s) of the selected route. For example, the user has selected Point A & B as origin & destination respectively for a route, and now clicks on the ‘Add To Route’ option, Point B will remain as the destination and will become Point C. The address of the selected pushpin will become Point B of the route.

&#x20;**Set as Current location:** User can click on any pushpin or anywhere on the map to set the address of the pushpin or the location as the current location, respectively, which can be used for Proximity search.

&#x20;**Set as POI Location:** This option helps the user to set the location for the Point of Interest (POI) searches, like ATMs, restaurants, Airports, etc. Setting the POI location, the user can search for various Geo-tagged & mapped locations around it.

**Save Settings:** User can save the default settings for the following options. These settings will be saved in the Configuration details record of the user -

* **Current location:** This will save the location as the default current location.
* **Map zoom level:** This sets the zoom level and map center for the Map. After this setting is done, whenever the user will open the Detail Map, it will be zoomed down to the location set here.
* **Origin:** This sets the location as the default origin.
* **Destination:** This sets the location as the default destination.

The user can also click on any plotted pushpin to get a contextual menu. Along with the options mentioned above, this will provide the following options:

**Open record:** User can open the record form right from the map and can further edit the details for the record.

<figure><img src="/files/BK3XCeBhW36EpeEaWKmH" alt="" width="294"><figcaption></figcaption></figure>

Create Activities: The user can perform the following actions on the pushpin selected:

·       Task: This option helps the user to create a new task in Dynamics CRM for the selected record.

·       Appointment: The user can use this option to create a new appointment for the selected record.

·       Custom Entity: A new entity can be created.

·       Letter: A letter can be written for the record.

·       Phone Call: A call can be made to the POC for the record.

·       Work Order: A new Work Order can be created for the records.

<figure><img src="/files/FVZsVjZmPOQKGQFk2H9F" alt="" width="266"><figcaption></figcaption></figure>

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}