by Rolustech

Increase your Sales instantly by using Sales Data Visualizer. RT SalesMap gives you a clean, transparent, and uncomplicated visual representation of your Accounts, Leads, and Contacts using Google’s powerful web browser mapping software right on your Sugar instance.

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#1530 - GeoCode Not Updating

Closed Bug? created by ewikander 4 years ago

I installed the RT Sales Map for our instance of Sugar (version 7.5.2.3) earlier today and created the Scheduler Job as well. The job has been running and shows a series of successful runs (status=done) over the past few hours, however, the number of non-geo coded contacts and accounts is still the same as the total contacts and accounts. I understand that it will only do 1,000 per day; so it is going to take quite some time to cycle through the 33,688 records that we have. Please see below links to screen shots of the scheduler and the map page.

http://puu.sh/jN6RE/72525cbaf4.png

http://puu.sh/jN6Wh/08b18447a3.jpg

Thank you for your help.

Eric Wikander

  1. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi Eric,

    There are 2 possibilities in your case that may be causing this problem.
    1. There is no address in the records that are supposed to be geo-coded.
    2. The addresses in the records are invalid, i,e, the addresses do not exist.
    Kindly re-check the above 2 points and let us know if you still face the issue.

    Regards,
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      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.

  2. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi Eric,

    This is currently a limitation that per day only 1000 records will be geo-coded. For you We can do this that if you really want to use this plugin for the next 30 days then We can extend your Trial when your Trial would be near to be expired. Till then you can test your geo coded data for the daily basis.

    Hope it helps

    Regards
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      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?

      http://puu.sh/jPuGq/79ad767dc4.jpg

      Thanks for your help.

  3. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi ewikander,

    As you can see in the screen shot , there is no filter applied on the Accounts, Contacts or Leads which brings the pins to be shown on the map.
    Please follow the steps to create a filter:
    * Ceate a filter for
    * Select a module e.g. Accounts
    * Select a field
    * Apply filter
    Now you will be able to see the pins on that map according to the filter.

    Note : The Radius funtionality only draws a circle around a specific point, it does not display the pins on the map.

    Hope it helps

    Regards,
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      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,
      Eric

  4. ewikander member avatar

    ewikander

    4 years ago

    Scratch that - I just got the United accounts to populate on the map.

  5. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi,

    Thank you for the feedback.
    Kindly let us know if you have any other queries.

    Regards,
    Rolustech Support.

    • ewikander member avatar

      ewikander

      4 years ago

      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.
      Eric

  6. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi,
    1. It is or default functionality that whenever the map is loaded its focus is on Europe. however, if you are interested, we can make customization according to your requirement.
    2. This point is already in our known issues list, we will provide the fixed package in our next coming releases.
    3. This point is already in our known issues list, we will provide the fixed package in our next coming releases.

    Hope it helps.

    Regards,
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      Thank you - can you let me know what would be involved in order to do the customization?

  7. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    For customization ( re-focus the map), you need to sign contract with us to proceed. Please get back to us on support@rolustech.com and We shall get back to you with Time Estimate for this particular change.

    Hope it helps

    Looking forward to hear back soon
    Regards
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      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.

      Thanks.

  8. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi,

    Please let us know your Email Address to get back to you with our Estimated Time and Cost.

    • ewikander member avatar

      ewikander

      4 years ago

      It is ewikander@iwsgroup.com

    • rolustech member avatar

      Rolustech Provider Affiliate

      4 years ago

      Ok thanks, Our Accounts department will update you with time/cost details.

      Thank you

      Regards

      Rolustech Support.

  9. ewikander member avatar

    ewikander

    4 years ago

    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 StudioLayouts. 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.
    Eric

  10. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi Eric,

    We have also replied you via email.

    Currently there is no List View related feature available. Map View is actually the default view. We are not using any list view functionality.

    Also regarding List View Help related section. In our next release We are going to remove this dashlet so you can ignore this section for the time being.

    Thanks,
    Rolustech Support

  11. ewikander member avatar

    ewikander

    4 years ago

    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,
    Eric

  12. rolustech member avatar

    Rolustech Provider Affiliate

    4 years ago

    Hi ewikander ,

    In RT SalesMap module, you have applied filter for Accounts module, do the Sales user have access to Accounts module in SugarCRM?
    If not, please set Sales user permissions in Sugar for Accounts module so that they should have access and the data from Accounts module can be fetched.

    Please let us know in case of any further queries.

    Regards
    Rolustech Support

    • ewikander member avatar

      ewikander

      4 years ago

      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,
      Eric

  13. rolustech member avatar

    Rolustech Provider Affiliate

    3 years ago

    Hi ewikander,

    Please provide following Two details for your SugarCRM

    1- Please provide admin user access for any User

    2- Please provide instance front end access with user credentials who is unable to see loaded Map.

    You can send us details at support@rolustech.com

    We shall look into this issue for you on instant basis.

    Regards
    Rolustech SUpport

    • ewikander member avatar

      ewikander

      3 years ago

      The instance site is iwsgroup.sugarondemand.com

      Admin user - ********* PW - *********

      Sales user - ********* PW - *********

      Thank you for your help.
      Eric

    • jason member avatar

      jason Verified Purchase

      3 years ago

      Hi Eric,

      I went ahead and removed the credentials so that no one else sees this. Rolustech did get an email with that information so they should be able to access it and help you.

      Cheers!
      Jason Eggers
      SugarOutfitters

    • rolustech member avatar

      Rolustech Provider Affiliate

      3 years ago

      Hi Eric,

      We have looked into your instance.

      RT SalesMap also fetch data from Leads module, after investigating into your instance, we have found that you have disabled access to Leads for Sales User as shown in below screen shot. If you enable it, then sales user can also use RT SalesMap functionality as we have verified.

      https://drive.google.com/file/d/0Byl9XMgTdUasSjBpVk5ldno0ZkE/view?usp=sharing

      Please let us know in case of any further queries

      Thanks!

  14. ewikander member avatar

    ewikander

    3 years ago

    Thank you - yes this fixed the issue and all is now working.

  15. ewikander member avatar

    ewikander

    3 years ago

    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?

    http://puu.sh/l8nIw/e10b8a00f5.jpg

    • rolustech member avatar

      Rolustech Provider Affiliate

      3 years ago

      Hi Ewikander,

      Yes this is possible and We need to do customization for you for this.

      "Is One Of" is used when the field is "enum" type. But Billing State appears to be a "varchar" field. We can customize this for "Billing State" field, but in that case you have to tell us the list of fixed exact values that can come in Billing State field so that it should behave as enum here.

      Please see following screen shot, you have to provide values, and only those values will be available to apply search and it will behave like enum fields for example "Industry" field in Accounts.

      Also, if you want to apply any other change for any other field other than Billing State, then please let us know.

      https://drive.google.com/file/d/0B8NOO0PD1LGISUVrdVBkRjJWUUk/view?usp=sharing

    • ewikander member avatar

      ewikander

      3 years ago

      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
      WV

  16. rolustech member avatar

    Rolustech Provider Affiliate

    3 years ago

    HI eric,

    We have replied you back on your email address ewikander@iwsgroup.com with rest of the details.

    Please get back to us on it.

    Regards
    Rolustech Support

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