Maplytics
  • Maplytics
  • What's New
  • Installation
    • Install from Microsoft AppSource
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
    • Install from Maplytics Website
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
  • Getting Started
    • License Activation
    • Configuration
    • Add Users to Team
  • Upgrade
    • Upgrade from Microsoft AppSource
      • For Dynamics 365
      • For Dataverse
    • Upgrade from Maplytics Website
      • For Dynamics 365
      • For Dataverse
  • Prerequisites
  • Personalization
    • General
    • Advanced Settings
    • Auto-Scheduling
    • Real-Time Tracking
    • Apply to all
    • Setup Entity Map
      • General
      • Attribute Mapping
      • Tooltip Mapping
      • Category Configuration
      • Configuration
      • Advanced Settings
      • Refresh Entity Maps
    • Maplytics Security Template
    • Maplytics on Tablet / Mobile
    • Setup Dashboard Details
    • Update the Plug-in Assembly Registration
  • Features
    • Language Support
    • Maplytics Configuration (Personalization)
    • Maplytics Security Template
    • Individual Record Map
      • Steps To Add the Map To Other Entity Forms
    • Area of Service
      • Add Area of Service tab
      • Create an Area of Service field
      • View Area of Service data on a map
      • Using Map button
      • Adding Detail map on form
      • Advanced Area Of Service
      • Attribute Mapping of Service Area
      • Working of Area Of Service
    • Plot records on map
      • Detail Map
      • Plot
      • By Location
      • By Region
      • By Drawing
        • By File within By Drawing
      • By Territory
      • By Template
        • Default Template
      • Plot From File
      • Search Record
      • Lasso Tool
      • Cluster Map
        • Cluster Area
        • Spider Cluster
      • Category
        • Multiple Categorization for Multiple Entitles
        • Multiple Categorization for Single Entity
      • Set colors and shapes for pushpins
        • Set pushpins from map
          • Set pushpins for views
          • Set pushpin for categories
          • Configure pushpins in Entity map for new category
            • Category configuration for users
            • Category configuration for admins
      • Data Grid in Detail Map
        • Highlight Pushpins
        • Mass Actions
      • Tooltip Card
        • Quick Call to Action Buttons
      • Reset Map
      • Summary Card
      • Layer Menu
        • Show/Hide Labels
        • Show/Hide Territory List
      • Download map
      • Contextual Menu
    • Multi-Address Plotting
    • Point of Interest (POI) Locations
    • Proximity Search
      • Proximity by Distance
    • Overlay
      • Overlay by Territory
      • Overlay by File
      • Save Shape/Excel file in territory
        • Save Shape File
        • Save Excel File
      • Convert Overlay to Territory
    • Overlay by ArcGIS Online
    • Census data Visualization
    • Shape Operations
    • Territory Management
      • By File
      • By Proximity
      • By Region
      • By Drawing
      • By Territory
      • By Overlay
      • By ArcGIS
      • Layer Menu
      • Territory Alignment Tool
      • Create New Territory
      • Auto Territory Creation
        • Assign Territories to Record
        • Register to Windows Service
      • Draft Territories
      • Create Territory on One Click
        • By Shape File
        • By Excel File
      • Alignment of Existing Territories
        • Move To
        • Copy To
        • Edit Existing Territory
      • Shape Operations in Territory Management
    • Defining Geographies for Sales Territory with Maplytics
    • Hierarchal Territories
    • Bulk Geographies by Uploading an Excel File
    • Multiple Territories Assigned to a Record
    • Detail Map on CRM Dashboard
    • Saved Template Visualization on CRM Entity Form
    • Routing Optimization
      • Directions Card
        • Truck Route
      • Optimize Direction
      • Unified view for Route and Records
      • Default Origin and Destination
      • Snap Waypoint
      • Along the Route
      • Route Redirect and Copy Route Links
        • Redirect with Google Maps
        • Redirect with Waze
      • Redirect with Apple Maps
      • Print Route
      • Proposed and Actual Route Tracking
    • Route to a record
    • Auto Scheduling
      • Auto Scheduling Card
      • Advanced Preferences
        • User Details
        • Meeting Details
        • Existing Meetings
      • Calendar Navigation Buttons
      • Create Activities
      • Configuration Details for Auto Scheduling
      • Characteristic Based Scheduling
    • Check-In/Check-Out
      • Configuration
      • View Related Check-In/Check-Out Records
      • Check-Out
      • Default Radius
      • Geofencing
        • Enable Notes on Check-In and Check-out
        • Pending Check-In/Check-Out Requests
      • Creating Check-In/Check-Out Records
        • Adding Notes while checking-in/out
        • Creating Pending Check-In/Check-Out requests
      • Visualize Check-In/Check-Out Records on Detail Map
        • Analyze Check-In/Check-Out Records
          • Visualizing Related Records
          • Visualize Pending Check-in/out requests
      • Visualizing Related Records
        • Visualizing Related Record (Appointments/Accounts, etc.) for Check-In/Check-Out records
        • Visualizing related Check-in/Check-Out records for plotted records (Appointments, Accounts, etc.)
      • Visualize Pending Check-in/out requests
        • Approve/Reject pending Check-In/Check-Out records
    • Land Area Mapping
      • Create and Assign land areas to entity records
        • Create 1: N relationship with Geography entity
        • Attribute Mapping for Landscapes
        • Assign lands to single record
        • Assign lands to multiple records
      • Visualizing Assigned lands to the record
      • Visualizing Assigned lands to the records having no geocoordinates
    • Real-Time Tracking
      • Today's Plan
      • Location History
      • Real-Time Tracking in Mobile
    • Maplytics API
      • By Proximity
      • By Region
      • By Territory
      • By Template
      • Get Time zone
    • PowerApps Component Framework
      • Map View Control for Record
        • PCF Control in Portal/ Power Pages
      • Map Edit Control for Record
      • Map View Control for Dataset
      • Detail Map Control for Dataset
      • Address Autosuggest Control
    • Maplytics in Canvas App
    • Azure Maps - Maplytics List Control
      • Azure Map Key- Generation & Set Up
      • Plot
      • By Location
      • By Region
      • By Drawing
      • Search Record or Address
      • Category
      • List
      • Filter
      • Hover & Tooltip Card
      • POI Location
      • Contextual Menu
      • Route Optimization
    • Heat Maps
      • Select Display
    • Support for Dataverse(CDS)
      • Import Maplytics solution
      • Access Maplytics in PowerApps
    • Maplytics Dashboard
      • View Category donuts in dashboard
      • Steps to add Maplytics View to Dashboard
      • Create a route dashboard
      • Add a template in dashboard
    • Territory Assignment Rule
      • Enable Territory Assignment Rule
      • Creating Territory Assignment Rule
        • General
        • Assignment query
      • Override Existing Territory
    • Maplytics - Tablet/Mobile
      • Detail Map
        • Proximity
        • Concentric Proximity Search
        • Category Filter
        • Current Location
        • Search POI
        • Category Filter
        • Current Location
        • Set GPS Location as the current location
        • Tooltip Card
        • Contextual Menu
        • Search Record
        • Data Grid
        • Lasso Tool
        • Routing – Tablet / Mobile
        • Unified View for Route and Records
        • Save Route and Plot Saved Routes
        • Along the Route Search
        • Route Redirect and Copy Navigation Links
      • Heat Map - Tablet/Mobile
        • Summary card
        • Pie Chart in Heat Map
        • Column Chart in Heat Map
      • Dashboards - Tablet/Mobile
    • Workflows
      • Configure Geocoding Workflows for Custom Entities
      • Configure Territory Assignment Workflows for Custom Entities
      • Configure Get Time Zone Workflow
      • Configure Driving Instruction Workflow
    • Batch Processing Tool
  • Uninstallation
  • FAQ
    • License
    • General
    • Installation
    • Features
  • Popular Blogs
  • Video Library
  • MapPoint Alternative
  • Add Review
Powered by GitBook
On this page
  • Search Option
  • Define images for pushpins

Was this helpful?

  1. Personalization

Advanced Settings

PreviousGeneralNextAuto-Scheduling

Last updated 2 years ago

Was this helpful?

Search Option

Here, the Maplytics Admin can configure the ‘Search Option’ for the whole organization. Admin can enable/disable the search options from here.

Note: “By Location” option is selected as the default option. The user has the option to choose among other four: By Region, By Drawing, By Territory and By Template. It is recommended to keep all the options enabled.

User can set their own preferences in their Configuration Detail record as mentioned below:

Configure options

System admin and Maplytics admin can enable the following options to let the functionalities work the required way.

Enable Travel Distance: While searching of records within a specified Proximity from a location, enabling this option will make the option of ‘Show Travel distance’ visible on the Plot record card.

Enable Truck Route: Enable option to start using Truck routing as mentioned in the user manual.

Map in a New window: Enable this option to open the map in a new window instead of opening on the same page while clicking on any Maplytics map button.

Show All Territories: Enable this option to enable the users to view all the territories available in the CRM. By default, this option will be deselected which means the users will be able to view only those territories for which they are the Territory Manager or the member.

Enable Territory Assignment Rule: If there is a need for assigning territories or owner to the CRM records based on specific conditions, this option can be enabled to start creating rules and assigning territories or owners based on the rules.

Enable Multiple territories: If users use multiple territories created for the same location, this option can be enabled to create/view multiple territories. Once this option is enabled, it cannot be disabled again.

Define images for pushpins

System administrator can upload desired images for the pushpins to represent the respective records. This will help the user to visualize the entity records with the desired pushpins on the map.

Please go to Settings > Maplytics Configuration Details > Select default Maplytics Configuration record > Define Images for pushpins

User can browse the file(s) for the icons that are needed to be uploaded and click on ‘Save’.

Note:

  • Supported file formats: .svg, .png, .jpg, .jpeg.

  • Files must be less than 20*30 pixels.

After saving the desired pushpins, user can set these images for any of the entity views or categories to represent the respective records. To set the images for the records, follow the steps mentioned below:

• Set pushpins for categories:

Go to Settings > Entity maps > Required Entity map > Category Configuration > Required Category > Select desired pushpins for different ranges of the category

• Set pushpins for views of entities:

Go to Settings > Entity maps > Required Entity map > Configuration > View configuration > Select pushpins for views of the Entity

Proxy URL: If the user uses Proxy servers for accessing the Internet on the CRM server, please provide the Proxy URL so that the application can perform calls to the Bing Maps site.

In case of the proxy setting, the plugins need to be registered out of the sandbox and by default the solutions provided by us register the plugins in Sandbox isolation mode. You can find these steps towards the end of this manual.

For any queries, reach out to us at

crm@inogic.com