Mass Actions

The user has the option to take actions on the plotted records like adding to route or executing the workflow on selected records in the grid. Defined mass actions are as follows:

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 static Marketing List or Personal View in Dynamics CRM

Change Owner: The user can assign the owner of the plotted records by selecting a user or a Team

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

Select regarding: If the user needs to send bulk emails and also wants to keep a specific record in the Regarding field in the email. They can select the option of ‘Select Regarding’. To view this option, they can follow the steps mentioned below.

Now plot the required records to whom the mail has to be sent, and go to Actions to choose the option of ‘Send email’. Here, we have plotted Contacts.

Once clicked on ‘Send Email’ from ‘Actions’, user can select the option of ‘Select Regarding,’ and the Account that we plotted earlier will be set by Default within the Regarding field.

This option will be visible only if the map has been opened using map button on a record.

Execute Workflow: The user can execute any on-demand workflow with this functionality

Export To Excel: The user can use this feature to export data from the map to excel. This functionality adhere to CRM security roles, if the user does not have the permission to ‘Export Data to Excel’ in CRM then that user will not be able to export data from Maplytics

Create Activities: User can create activities for non-activity Entity records currently selected in “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 the respective Entity maps can be seen in the list of activities available to create using the " Create activities " button. By clicking this button, a window will open, and the activities will be created based on the inputs given in the window by the user. The activities created in this manner can be given a dynamic subject name by making a few changes in the Settings. The Activity Subject field helps identify and distinguish various activities and can also be used as a reference during client conversations.

For example, if a user selects the appointment as the activity to be created for 20 records plotted on the map. Now, if they select the Schedule start date to be, let’s say 1^st August 2022 at 10 am, and schedule end time to be 5 pm, along with the duration as 1 hour. So the appointments will start getting created for record 1 at 10 am for 1 hour, and record 2 at 11 am for 1 hours and so on till the appointment for record 7 is created for 1 hour till 5 pm. Here it meets the schedule end time, i.e., 5 pm. Now, the rest of the records will be handled in the following days. So the appointments for the next 7 records will get created for the next day, i.e., 2^nd August, starting from 10 am, each for an hour till 5 pm. Likewise, the appointment for the rest of the 6 records will get created for the third day, i.e., 3^rd August 2022.

The user can also select the required owner or the record’s owner for the appointments being created. If the user has selected ‘Record’s owner’ in the space for owner, the appointments will be assigned with the owner of the respective record, i.e., if Record 1 has user A as the owner, then the appointment for Record 1 will be User A itself.

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