by synolia

Locate your clients and prospects on a contextualized map. Visually identify clients by type icon. Get directions to help plan out your route.

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User Guide

HOW TO USE

The dashlet can be deployed on the « Record » and « List » views of the Accounts, Contacts and Leads entities. It is added and placed as a standard Sugar dashlet through the dashboard manager.

1. RECORD VIEW

Record view

To display the map of a record you have to edit an existing dashboard or create a new one.

Adding the dashlet

After, click on « Add a Sugar Dashlet » and select « SynoGeoloc ».,

Setting the address field

Finally configure the address you want to display on the map. If you encounter any issue with the deploiment of the dashlet, please refresh your browser page.

Record dashlet preview

If the address is correctly filled, the map will be displayed with a point on it for the address of current record.

2. LIST VIEW

List view dashlet

On the « List » view, we can add a dashlet on the current dashboard or on a new one.

Selecting the dashlet

In the available dashlets, select « SynoGeoloc ».

Address field selection

Finally, configure the address you want to show on the map. If you encounter any issue with the deploiment of the dashlet, please refresh your browser page.

List dashlet preview

When you select a record the map is automatically updated and a point appears for the selected record. For each new selected element a new point is added on the map wich is then centered to include all points.

When unselecting elements the map is automatically updated with the points of addresses still selected.

Note : Geolocate informations are real-time data wich are not stored on the servers. To limit the number of calls, a cache is used for the current page, but as soon as the page is changed the cache is cleared by Sugar.

3. REPORT VIEW

Report drilldown view

The « SynoGeoloc » dashlet is automatically added on the drill down available on reports based on Accounts, Contacts and Leads entities that have a chart.

INFORMATIONS DISPLAYED

1. SYMBOLS USED

SynoGeoLoc2019_01.jpg

When accounts are displayed on the map, SynoGeoloc symbolize their type (« Type » field of Account entity) using the following icons :

SynoGeoLoc2019_02.jpg

Note : if you use custom types of Accounts (account_type_dom drop down list), you can indicate an URL for each icon you want to display through the SYNOGEOLOC_ACCOUNT_TYPE drop down list.

2. VIEWING A ROUTE

For each located element, two links are available on the display into a new browser tab the searched route from or to a place.

SynoGeoLoc2019_03.jpg

The route is opened on Open Street Map website.

synogeoloc_route_0.png

The address used for defining the routes is the one entered in the user profile.

synogeoloc_route_1.png

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