Using the Mapping Tool with Cloud Sage CRM

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Using the Mapping Tool with Cloud Sage CRM

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What is the Mapping Tool?

The Sage CRM Mapping Tool allows users to plot companies, cases, opportunities, and leads on a map in Sage CRM. Users can also view nearby hotels, airports, pubs, and restaurants on the map. The Mapping Tool is compatible with Sage CRM 2016 R1.

Step 1: Create a MapQuest app

  1. Set up a MapQuest account at https://developer.mapquest.com/plan_purchase/steps/business_edition/business_edition_free/register. You’re automatically logged into your new account.
  2. Click Keys & Reporting.
  3. Click Create a New Key.
  4. Specify your App Name.
  5. Leave Callback URL blank as it’s not required.
  6. Click Create App.
  7. Click your app link to display details of the app.
  8. Copy the consumer key for later use. This is called the MapQuest API key in Sage CRM messages.

Step 2: Install the Mapping Tool

  1. In Sage CRM, click <My Profile> | Administration | Add-ons Manager.
  2. Browse to the Mapping Tool and click Install.
  3. Enter your MapQuest API key and click OK.
  4. Close the Successful installation notification.

Step 3: Associate GPS coordinates with an entity

There are no GPS location credentials in the Sage CRM database. To accurately display a Sage CRM company, case, opportunity, or lead on the map, you must do the following:

  1. Click the Search arrow on the top bar and click <Entity>.
  2. Search for the entity record and open it.
  3. Click the Map tab.
  4. Click Search. The address is displayed in the search box and a pin is displayed in the approximate position of the address.
  5. Click Change location.
  6. Move the pin to the exact location.
  7. Click Save location.

Step 4: Display information on a map

  1. Click the Search arrow on the top bar and click <Entity>.
  2. Search for the entity record and open it.
  3. Click the Map tab.
  4. Select the entities and amenities that you want to display on the map.
  5. Select the radius that you want to view on the map.
    • Entities are displayed on the map for the selected radius only and are limited by distance.
    • Only active and in progress entities are displayed.
    • Amenities are displayed on the map with unlimited distance.
    • Only 30 pins of each type are displayed at once even if there are more than 30 relevant pins. These are chosen randomly.
  6. Click a pin on the map to display more information about the relevant entity or amenity.
  7. Click Center Map to return the map to the active entity.

Uninstalling the Mapping Tool

  1. In Sage CRM, click <My Profile> | Administration | Add-ons Manager.
  2. Browse to the Mapping Tool and click Uninstall. The Map tab is no longer displayed.
Comments
  • some of the links in this article have been removed I guess.