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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#1563 - What type of fields work as filters for Sugar Maps?

Closed General Question created by kendall Verified Purchase 7 years ago

Hello,

I want to know what fields are compatible to use as filters in Sugar Maps?

Any multi-select fields I all ready have do not work. I am about to add new fields into my accounts and want to make sure they can be used to filter accounts. Currently I am considering a check box field.

Secondly, how do I get the new fields to appear in Sugar Maps filter options?

Thanks

  1. rolustech member avatar

    Rolustech Provider Affiliate

    7 years ago

    Hi Adele,

    Currently RT SalesMap work for all default fields that comes by default in Filters of Contacts,Leads,Account e.g Lead Source in Contacts is default multi select field and it work in filters.

    So, If you create custom fields, some of them will work, and some will not.

    The checkbox field will work, you can add it in filter options from admin->studio-> ->layouts->search here look for your field and drag it into Default Column and click Save and deploy and run repair and rebuild.

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