Configuration

Related Record Configuration

This table is used to view the related/child records on Detail map/Individual map. It contains all the One to Many (1:N) relationships belonging to the respective entity. The users can select the relations that they would like to see on the Detail Map and Individual Map section within CRM records.

• Save : User can select the required Relationships that they want to view on map and then click on Save button to save the selection.

• Auto-Set : User can click on this button to auto set the selection of colors and the icons for the pushpins.

• Set as Default Relationship : User can select required relationships and set it as Default relationships that will be plotted by default on the Individual map whenever the user opens the map section in a record. At a maximum user can select five relationships as default.

View Configuration

This table is used to configure the color and the pushpin shape for views visible on the map. The table contains a list of views depending upon the user security role. Please find a brief description of the same below:

1. Maplytics Admin: The user with this role can set the color and shape for System Views, Marketing List, Maplytics Dashboards and their Personal Views. Admin can also select/de-select the System Views and Maplytics Dashboards at the organization level.

2. Maplytics User: The user with this security role can set the color and shape for their Personal Views and Marketing Lists only.

Once you make the changes, please click on the ‘Save’ icon on top of the table.

Field Attribute List

This table provides the list of all the field attributes (OOB as well as custom) of the selected entity. Maplytics Admin can further choose the field attribute that should be available on the Detail/Heat Map as Category options:

Once you make the changes, please click on the ‘Save’ icon on the top of the table.

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