Member SinceAugust 24th, 2015
Last SeenDecember 6th, 2021
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Support June 14th, 2018 @ 9:53 pm
Thank you - the new plugin fixed the export issue. Can you please let me know where we can obtain the Proximity-Search-Mediator.php file that is referred to in the documentation? Thanks!View Comment
Support June 13th, 2018 @ 3:06 pm
Thank you - this has helped. Two follow-up questions: 1) Can you please supply the Proximity-Search-Mediator.php file that we can put on one of our servers and configure? The file does not appear in the downloads on my account in Sugar Outfitters. 2) When using Proximity Search everything populates correctly in List View, however, when clicking Export to generate a CSV of the Accounts it only populates the Address. The Account Name and all other fields shown in list view appear in the header row, but there is not any data along with it. Thank you for your help.View Comment
Support November 4th, 2015 @ 2:21 pm
Thank you for the reply. This customization would be helpful for us. The list of billing states is below - if it would be helpful to have this list in a file, I could email it to you. Please let me know what you need in order to proceed with this customization. Thanks you.
Billing States: Abbreviation: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WVView Comment
Support November 3rd, 2015 @ 10:32 pm
Hi Rolustech Support - one more question for you as our users are starting to use this plugin. How can we build the filter to contain multiple states? Please see attached screen shot where I am trying to pull accounts in IL and WI where loans are more than 600 per year. The way the program appears to work is using AND to build the filter - I would like to be able to select multiple states - for example instead of the "Exactly Matches" criteria have it say "Is One Of" and then be able to list the states. Can you change this restriction?
Support October 26th, 2015 @ 7:34 pm
Thank you - yes this fixed the issue and all is now working.View Comment
Support October 22nd, 2015 @ 1:21 pm
The instance site is iwsgroup.sugarondemand.com
Admin user - ********* PW - *********
Sales user - ********* PW - *********
Thank you for your help. EricView Comment
Support October 21st, 2015 @ 1:52 pm
Yes, the sales user group has permission to the Account module in SugarCRM. We have renamed that module "Financial Institutions" as you will see on the screen shot. Is there something specific that needs to be changed in order to get the map to work for this group? It has to be permission based as our System Admin users can use the map perfectly.
Sales User Group - Accounts (Financial Institutions) Permission Screen Shot - http://puu.sh/kSg0I/c0dc1f1f98.png
Thank you for your help, EricView Comment
Support October 19th, 2015 @ 8:42 pm
We have released the RT Sales Map to our Sales Team and are having problems. I am hoping you can help me fix the issues. The map only displays for users that are listed as System Admins. Any other user is not able to see the map - it just says "loading". See screen shot 1 below.
1) Map Loading Screen Shot - Sales User - http://puu.sh/kQf7T/bfd899dc39.png
The same criteria for an admin user returns data and the map - see screen shot 2 below:
2) Map Screen Shot - Admin User - http://puu.sh/kQfSg/0a1b984f32.jpg
The Sales User is set to enabled on the RT Sales Map and here is a shot of the associated permissions:
3) Sales User Permissions for RT Sales Map - http://puu.sh/kQg0k/2915288d4c.png
What do I need to change on the user permissions in order for the sales users to be able to see the map?
Thanks, EricView Comment
Support September 9th, 2015 @ 9:54 pm
I sent this question via email yesterday, but figured I would also post it in this string:
Thank you for your help on customizing the map to focus on the United States. I have another question now, it does not appear that the List View of the records returned on the map shows. I have verified that there is a List View defined in StudioLayouts. Is this functionality available? Sugar currently displays “List View Help” and then when you click on that link referring to the RT SalesMap documentation a 403 error is received.
Thanks for your help. EricView Comment
Support September 3rd, 2015 @ 12:38 pm
It is email@example.comView Comment
Support September 2nd, 2015 @ 1:50 pm
I would like an estimate of the time/cost involved in order to do this project before we sign a contract to have the work done. Please provide.
Support August 31st, 2015 @ 12:46 pm
Thank you - can you let me know what would be involved in order to do the customization?View Comment
Support August 28th, 2015 @ 3:57 pm
Thank you for your help thus far. I do have 3 follow up questions.
1 - Is there a way to re-focus the map? When the page loads it always loads with Europe displayed - all of our customers/accounts, etc. are in the United States. Can we default the map to focus on the United States? Even after a criteria is entered and the Load Map button is pressed, Europe is displayed and the user has to scroll to the left to see the data points in the US.
2 - It seems a little odd that after creating and saving a filter, it must be expanded/opened in order to load the map based on this criteria. See below link - this returns data points when the criteria is expanded. Does it always have to be expanded to work? http://puu.sh/jRFj3/896a3cb765.jpg
3 - When selecting criteria and choosing Accounts->Total Assets->Greater Than there is not a field that displays to enter a value. See link http://puu.sh/jRFqT/d27fe6340c.jpg When displaying load map this error is received since the criteria was not propoerly entered http://puu.sh/jRFU8/dd7c5043e1.jpg
Thanks for helping us get this working. EricView Comment
Support August 27th, 2015 @ 1:35 pm
Scratch that - I just got the United accounts to populate on the map.View Comment
Support August 27th, 2015 @ 1:22 pm
We have tried that without the radius. See attached links - I have created a filter for Accounts starting with the word "United" and have a screen shot of an account that has a latitude and longitude value that starts with United. I believe the geo-coding is working, but for some reason the data is not being displayed on the map. I should see at least this one account on the map.
http://puu.sh/jQneQ/62d9750bdd.png - Account page showing Latitude/Longitude value.
http://puu.sh/jQnkz/03a9aad928.jpg - Map filter criteria
http://puu.sh/jQnu9/2a3a0ba3ba.jpg - Result after hitting load map
Any help you can provide to get this working would be appreciated as we are really excited to use this functionality.
Thanks, EricView Comment
Support August 26th, 2015 @ 6:52 pm
Thank you for your reply. I have a concern that something is not working properly as the job has cycled through a few thousand records at this point, yet I do not see anything being displayed on a map. I have attached a link to a screen shot of the map page and I am using a radius of 2,000 miles within our office address. All of our accounts are in the United States, so there should be some on the map as it has processed almost 1,500 account geo codes. There are not any data points on the map. Any ideas?
Thanks for your help.View Comment
Support August 25th, 2015 @ 12:45 pm
There are addresses in all of our account records, perhaps some contacts do not have addresses. As of this morning the count has gone down indicating that some are being geo-coded. Is there any way to make this process go faster? As mentioned previously, we have over 33,000 records to geo-code and the trial of the product only lasts 30 days. At 1,000 per day we will not be able to try out the functionality of the maps will our full database geo-coded before the trial period is over. Thanks for your help.View Comment
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