Advanced Settings
Last updated
Last updated
In this section, the user can further customize Maplytics for their organization.
The user can define the Quick Action on the Tooltip card using this section. First Three actions are added as default (i.e., Change Owner, Open Record and Plot Related Record). We’re not showing those actions here as these cannot be modified/deleted by the user. The user can define the other actions depending upon their choice.
Entity: Select the entity name from the drop-down. The list contains all the custom as well as OOB Activity type entities.
Icon: Select the icon for this action.
Display Name: Mention the display name to be visible while hovering over the icon. By default, it will be the display name of the selected entity. There is a character limit of 25.
This will not be visible for the Activity type entity.
The user can define the field attribute to summarize in this section. The user can add a maximum of 5 attributes for the summary.
Attribute: The list contains all the numeric field attribute (i.e., Floating, Decimal, Currency and Whole Number data type) for the required entity.
Aggregate Method: Two options are available to users – Sum or Average. If the user needs both options for a particular field, add two records for the same.
Display Name: Mention the name which you would like to see for this attribute. The summary method will be added by default after the Display name. For Example, Annual Revenue (Sum). There is a character limit of 25.
User can define the attribute that should be visible for a quick glance when you hover over a particular pin on the map.
Attribute: The list contains all the field attributes except the Image Data Type for the required entity.
Display Name: Mention the name that you would like to see for this attribute. By default, it will the display name of the selected attribute. There is a character limit of 25.
For any queries, reach out to us at crm@inogic.com
