We missed last week’s Tips and Tricks and as the CEO of Mapsimise I am sorry I missed the chance to connect. I do appreciate that not all CEOs are available, but when this journey started, I always said I would be front and centre of all the communication.
I am back and this Friday I thought a reminder about some of the layer settings might be useful but firstly, welcome to all our new customers that have joined us in the last two weeks.
I do hope you are making great use of Mapsimise, but if you need help just reach out, as I am always happy to have a screen share.
So, this week we are going to loop back to Pins and Layer configuration as it might be a great reminder of what features are available at the layer level and how you can set views up.
Let’ focus on the general settings and what can be done. Just a quick reminder this will change a little in the next release, as more layer features are coming, but each will be separated out into its each screen.
So, what is on the general tab? The key features are the connectors and the entities. If you are using a connector the related record types will be made available. The datatables work in the same way and you can select which table you want to use.
You also can create an advanced filter and by default no filter is applied, meaning that all the data from the connector or the data table is available. You can easily apply a filter to the layer by selecting the change link.
The following screen will be shown where you can add rows and group the rows to be OR and AND, or combination of both to build the filter that is required.
The layer and the data available on the MAP will use this filter to show only relevant data that is needed.
This means you can build multiple layers with different queries on each map.
Each layer can also have its own field configuration and on the second tab you have an easy-to-use data fields tab where you can drag and drop your different fields.
There are 3 main areas in the Info bubble; this is the data displayed on the pin, the grid view, and the special fields.
The special finds are for linking date relate times to the auto route features so if you are creating appointments in your CRM then the date and time is maintained in the route plan.
The fields can be dragged left to right and then saved so that they either display in the grid or in the info bubble on the pin.
Mapping is all about not only understanding your data by location but making it visual and easy to reference and see, and this is why Mapsimise has pin variation, that enables pin colour, icon, and shape identification. If you have data either in your CRM or in a data table that is set to an option set or a status, or maybe a given date, then the pin variation can be set. You can also set this against text fields, as a sting match will be carried out.
Pin colours, icon and shapes can be easily set against what a data field equals or contains.
And this is the best way to have multi-coloured pins on a Map.
Obviously, you can do this same function over different layers, and have different shades of colour or shapes for each layer; what ever works best in visualising your data.
But as always, I am here to help you get the best from the solution so just connect with me.
Remember if you are new to Mapsimise and you would like to test a CRM connector for 30 days we can help you do that giving you a full complimentary 30 days of Team or Pro. Please get in touch to get a trial key.
If you would like to get started with you own account just visit Mapsimise.com