User Guide
Contents
1. Show me all Petrol Stations that are with 10 miles of Fuel Depots Show me all Engineers that are within travelling distance of a Job Created by MyCRM Ltd User Guide a 4 MyCRM sas E Click Apply to apply the filtering rule and Clear to stop filtering Once applied all entities on the first layer that are not within the filtering radius of an entity on the second layer will be hidden Created by MyCRM Ltd User Guide a a MyC RM eMap D Location Distance Filter Allows you to show all entities that are within a certain distance of any location To begin type a place name e g London or a Postal code e g 90210 into the text box and press return A Bing Search will be carried out on the typed text If the place or postal code is found the text box will become green If the search was unsuccessful it will return red 4 Location Distance Filter 4 Location Distance Filter Show entities within Show entities within 500 Miles l of 500 Miles of 90210 CA l Somewhere over the rainbow Successful search Unsuccessful search Toggle the checkbox to turn the filter on or off When the filter is applied all entity pins that are not within the filtering radius of the location will be hidden List Creator The List Creator is one of the most powerful features of eMap It allows you to draw a box on the map to return a list of all entities that are contained within You ma2. Whitehall SW1 SW1A 2 19 miles 10 km Sao 5 2012 Nokis 2014 Wicosott Gorporstion In conjunction with the List Creator the Route Filter can be used to create marketing lists for roadshows organise salesperson visits or maximise an engineer s efficiency Created by MyCRM Ltd User Guide a
3. a MyCRM me GET TRIAL eMap a BUY NOW ONLINE Created by MyCRM Ltd eMap User Guide Jason Cook 1 17 2014 4 MyCRM About This Guide eMap This guide is intended for CRM users who wish to understand how to use eMap and get the most out of its advanced location filtering tools Installation Please refer to the separate eMap Installation and Configuration guide for instructions This guide assumes that eMap has been installed with at least the default data and that some entities in your CRM system have been geocoded The Master Map By default the eMap master map will appear in Sales gt Maps in CRM 2013 Mv fi SALES v Maps ri NEW ACTIVITY NEW RECORD E IMPORT DATA Eh ADVANCED FIND w E a Not all data shown Zoom in or use filters to see more data Temporasily show all data ae ae xt MyCRM Ltd MAURITANIA rN T a T tic y Pa g tn f aire i Pe Neneh T 4 p WORY mhd COAST f umpa f y i r ar Image courtesy o NAMIBIA 3 Nokia Legend Data visibility warning Pop up Jeremy Hootington Jeremy 4 Map Selection My Accounts and Contacts 4 View Type Automatic _ Heat Map Intensity 3 4 Quick Filter 4 Entity Distance Filter Filter Contact within 5 of Apply Clear Miles w Account 4 Location Distance Filter O Show entities within 10 Miles w of 4 List Creator Draw Box Clear 4 Route Planner ow entit
4. at number is 1000 or less the Data Visibility warning will disappear If the Data Visibility warning is not visible then all of the available entities are being displayed If the Data Visibility warning is displayed but you need to get an at a glance view of all of the available entities you may click the Temporarily show all data link to reveal all pins This may take some time to draw all pins if there are many thousands of entities available for display The next time the map area is panned or zoomed the limiter will be re activated The Pop Up The pop up appears when the mouse is hovered over any of the displayed entity pins AB AN AA Sa Od dso Meonstoke A South Ween Bisho Q fem NO wattham Hield Hambledan_ Compt MyCRM Ltd laying sland Hayling The pop up shows the entity s icon and title any fields that have been configured for display see the Installation and Configuration guide and a number of buttons to perform extra functions Clicking on the pop up title will open up the entity record in CRM The following options may be available depending on map configuration and the type of entity amp Add to Route Adds the entity s location to the route planner as a waypoint See Route Planner for details E New Activity Create a new activity against this entity an activity type selection window will appear 2 Add to Marketing List Add this entity to a Marketing List Only availab
5. erlays satellite imagery on the map Road Shows a clean Road view without satellite imagery Automatic Switches between Road and Aerial as the map is zoomed in and out Quick Filter Type in the text box to quickly filter by the contents of an entity s display field The display field is the field that appears at the top of the pop up box for each entity This can be configured in the map layer setup but is usually set to the name of the entity i e Account Name Full Name for Contacts and Name for Leads Example if the map is displaying Accounts and the layer is configured to show the Account Name as its display field dw typing a that have an A in their Account Name somewhere Note that into the text box will only show pins for Accounts the typed text can appear anywhere in the display field Entity Distance Filter 4 Map Selection My Accounts and Contacts 4 View Type Automatic Heat Map Intensity 3 4 Quick Filter 4 Entity Distance Filter Filter Contact within 5 of Account Apply Clear Piles w 4 Location Distance Filter Show entities within 10 Pliles w OT 4 List Creator Draw Box Clear 4 Route Planner L Show entities within 10 Miles of route Display Itinerary Only available if there is more than one layer on a map Allows you to show all entities on one layer that are within a certain distance of entities on another layer Example scenarios
6. ies within Miles y of route Red SAUDLAR JIA ee Log yi 7 Jy Nx CN Haun 7 hears SUDAN Py KENYA RC Eee ag TANZANIA PED AQ e oe o iade a4 ia i po 599 mila N f oN s f ll MOTAM Bout ASAveqi erthstar Geographics gt 2014 Microsoft Corporaties j 1999 arn Map area Features Created by MyCRM Ltd User Guide a 4 MyCRM The Map Area awbridgewort Wie m a Not all data shown Zoom in or use filters to see more data Temporarily show all data if e Hatfield r O 4 vi a Beikh nsted AA Ce St Hemel Hempstead Broo yY ark i me p cheshurh 7 Chipping Ongar Z y Stanford le ma South ckendop Ra Potters Bar bey Walthari Abbey Rickman ort ch pata St Giles q p Old Windsor Ea 1 X ja a a af 7 s E SO COG x wee 4 Map Selection My Accounts and Contacts 4 View Type Automatic L Heat Map Intensity 3 4 Quick Filter 4 Entity Distance Filter Filter Contact within 5 Miles v of Account Apply Clear 4 Location Distance Filter O Show entities within 10 Miles w of Bor t of 4 List Creator Draw Box Clear 4 Route Planner oO Show entities within 10 Miles w of route O Display Itinerary Snd And A Walderslade ma Ww J A itt Fah A Matdorie of f AN d s el 5 od Me had Boughton eA a24 B2042 Ta i i Uleomb Salfords Edenbridge Ton Horley Lingfield Crawl ley East Gr
7. inste Paddock Wood N AT Southboro Pembury cg thorne e R i Tunbrid ge Wells _ 3 j Q N Staplehurst Claygate Horsmonden 2 mileSrittenders km i F 2013 Nokia 2014 Microsoft Corporation A poser Pffadende On the map area each record entity in CRM is displayed as a pin Only entities that have been successfully geocoded and are included in the map s dataset will be displayed See the Installation and Configuration guide for more information on geocoding and configuring maps and map layers The map area can be navigated with either mouse or keyboard Mouse Click and drag with either the left or right mouse buttons to pan around Use the mousewheel to zoom Keyboard Cursor keys to pan and to zoom Hover the mouse cursor over a pin to display a pop up with details about that entity Pin limits and visibility eMap has a fixed limit of 1000 displayed pins in the map area If there are more than 1000 entities located within the boundaries of the map area a Data Visibility warning will be displayed When more than 1000 entities are available for display eMap will attempt to distribute pins to give a general overview of the location of data When you zoom and pan the map the available pins will Created by MyCRM Ltd User Guide a 44 MyCRM eMap I be recalculated Zooming in or using the filtering tools will reduce the number of entities that need to be displayed and when th
8. le for Account Contact and Lead entities amp Assign Assign this entity to another user or team The pop up can be closed by either clicking the X close button or by left clicking on the entity s pin Created by MyCRM Ltd User Guide a 44 MyCRM eMap Legend The legend is displayed in the lower left corner of the map The legend can be disabled for individual maps in configuration see the Installation and Configuration guide for more details Each entry in the legend is an individual map layer and represents one or more entities as defined by its data source The legend shows which pin colour represents which type of entity on the map In the above example the yellow pins represent Accounts and the orange pins represent Contacts The map layers are drawn in order so in the above example Account pins will be drawn on top of Contact pins The checkboxes on the right of each legend entry toggle the visibility for that layer Double clicking on the name of a legend entry will zoom and pan the map area to show all of the pins associated with it In the above example double clicking on Account will zoom the map so that all of the Account pins are displayed in the map area Data Filtering Each map layer obtains its data from a view in CRM The filtering on this view can be changed by clicking on the filter icon for each layer A Layer Filter window will appear Layer Filter Define criteria to filter entities o
9. n the selected layer Clear Group AND Jef Group OR Look for Accounts Use Saved View new Owner Equals Current User rm Status Equals Select Layer filtering works exactly the same as Advanced Find in CRM Once you have altered the filtering click OK to return to the map The new filter will be applied to the map layer and only entities which match the new filtering will be displayed Created by MyCRM Ltd User Guide a 4 MyCRM Note Layer filtering and visibility toggling can be disabled on a per map basis via the map configuration See the Installation and Configuration guide for details Created by MyCRM Ltd User Guide a a MyCRM Features eMap The Features bar is displayed on the right hand side of the map area Each feature can be minimised by clicking on its title Note that map features can be turned on or off via map configuration so not all maps will have the same feature set It is also possible to disable the features bar entirely for a map See the Installation and Configuration guide for more information Map Selection Only available on the Master Map this drop down lists all of the maps that are available to view Selecting a different map from the list will switch to the new map Depending on the amount of data on the new map it may take a number of seconds to switch maps View Type Change the imagery that is used in the map area Choices are Aerial Ov
10. nhurst or Willingdon Eastbourne 4 d Christchurch Newport Ryde _ isle of Wight Sandown 143 3 km 2 hr 52 min driving 2 hr 52 min with traffic view route based on traffic a incor 10 miles 10 km 2012 Nokis 2014 Micosoft Corporstion a To clear a waypoint click the x next to the location name to remove it When a route is successful calculated the route itinerary window will appear at the bottom of the map You can click on an individual instruction on the itinerary to zoom to that location on the map There are also two tools to use Fa Copy Copies the plain text of the itinerary to the clipboard Internet Explorer only Email Creates a new email in CRM with the itinerary in the message body Route Filter Click the Show entities within checkbox to turn on the route filter This will show any entities that are within the selected radius of any point along the route Created by MyCRM Ltd User Guide a 44 MyCRM eMap 4 Map Selection My Accounts and Contacts w p 4 View Type C Heat Map Intensity 4 Entity Distance Filter Filter Contat iw within 5 Miles v ot O Show entities within 10 _ Miles y of 4 List Creator Draw Box Clear Place name postal code etc v Show entities within 1 mues To of route Display Itinerary 143 3 km 2 hr 52 min driving 2 hr 52 min with traffic view route based on traffic A near 33
11. stal code Created by MyCRM Ltd User Guide a eMap 44 MyCRM Add to Route Click the Add to Route icon on an entity s pop up Further waypoints can be added by the same method When two or more waypoints are added the route will be calculated and the map will pan and zoom to show the route Watlington A34 a Wantage Didcot gyrer Swindon Chiseldon hambourn Wokingham Crowthorne Basingstoke Fleet arnb iw Aldersh rot rk ree AN Goflalmin ge M23 Leatherheac dford Reigate g Horley ce tanleigh 1 Crawley a23 Tunbridg Ny dge Automatic O Heat Map Intensity type name of entity 4 Entity Distance Filter Filter Contact Ls within 5 Miles y of Account Apply Clear af 4 Location Distance Filter L Show entities within orsham Crow Sorough 10 Miles y of Hig urstwood Place name postal code etc te char Whitehill asie este Hawklef M27 i Southampton Forest Locks Heath Fawley aywards Heath id Geet Horam ewes 4 List Creator REIS insbury Nomansland Burgess Hill Storrinat Woes ote Steyning cy JELEN i ng Draw Box Clear 4 Route Planner London London United Kin x MyCRM td R Ptace name postal code etc C Show entities within 10 Miles v of route Display Itinerary Waterlgoville sm ant s Farela Chichester Arundel E P Hailsham Brighton Brocke
12. talCode 7165 Brock Lane Renton 61795 3747 Likins Avenue 37925 7765 Sunsine Drive 11910 j Place Duvall 16982 Sesttle 73683 fm Account i 78800 33597 BS Contact Susanna Stubberod 5979 Issaquah 2013 Nokia 2014 Mitx soft Corporation o 10 miles 20 km Created by MyCRM Ltd User Guide a MyCRM or ETR The List Grid Once a box has been drawn around data the List Grid will appear at the bottom of the map eMap will then request each of the entities from CRM and display results in the grid Depending on the number of pins selected it may take a few minutes for all of the data to be returned Contact 13 13 Account 3 3 mew a E FullName Address1_Linel Address1 Line2Address1 CityAddressi1 PostalCode Jim Ghenn sample 7165 Brock Lane Renton 61795 Maria Campbell sample 374 Likins Avenue Monroe 37925 Patrick Sands sample 7765 Sunsine Drive Sesttie 11910 Nancy Anderson sample 5086 Nottingham Place Duvall 16582 T Rene Valdes sample 4948 West Th St Sesttle 73683 Robert Lyon sample 7230 Berrellesa Street Snohomish 78800 Soott Konersmann sample 589 Caravelle Ct wah 33557 Paul Cannon sample 7723 Firestone Drive ted 32147 Sidney Higa sample 7691 Benedict Ct Issac 57065 Susan Burk sample 931 Corte De Luna Sestt 79465 bbad samp 18979 El Pueblo 23382 i 2 Yg alle 12150 Note that each layer on the map is given its own tab in the grid view so you can draw boxes that contain a mix
13. ture of entities from different map layers and get separate lists for each entity type The number of entities returned total is displayed in the tab for each map layer The following grid toolbar functions operate on the currently selected tab Fa Copy Copies the content of the grid to the clipboard Internet Explorer only The results can be pasted directly into Excel for further manipulation or to create a CSV for data imports Run Workflow Opens a workflow selection dialog that contains any On Demand workflows for the tab s entity type The selected workflow will be run against all entities in the list S Add to Marketing List Opens a Marketing List selection dialog and adds all of the entities in the list to the selected Marketing List Account Contact Lead only e Quick Campaign Creates a Quick Campaign for all of the entities in the list Account Contact Lead only amp Assign Assign all entities in the list to another user or team Refresh Refreshes all of the data for all map layers Use refresh if the map data filters have changed Route Planner The route planner allows you to plan a driving route with up to ten waypoints A waypoint can be a manually entered location or an entity pin You can start to plan a route in one of two ways Manual entry Type the name of a place or a postal code into the Route Planner text box See Location Distance Filter for information on searching for a place name or po
14. y then copy and paste the list to Excel create a marketing list or a quick campaign run a workflow on or assign the selected entities The list creator will take into account any filters that are already applied so only visible pins will be included in the list One exception to that rule is if the Data Visibility warning is displayed any entities that are not displayed due to the 1000 pin limit will be included if they are not already filtered out by one of the applied filter tools To begin using the List Creator click Draw box The mouse cursor will change to a crosshair Click and drag a box over the entities you wish to include starting from the top left and dragging to the bottom right Release the mouse button when the box is the correct size Remember that the very bottom tip of the entity pins represents the actual location so only pins with their tip inside the box will be included in the list Note You can draw multiple boxes to refine your data selection Click Draw Box to add more boxes Click Clear to remove all drawn boxes Created by MyCRM Ltd User Guide a Granite Falls ille 4 Entity Distance Filter Filter C show entities within 10__ Miles vy of Place name postal code etc 4 List Creator Draw Box Clear 4 Route Planner Place name postal code etc O Show entities within of route O Display Itinerary Addressi_Linei Addressi_Line2Addressi_CityAddressi_Pos
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