by synolia

Locate your clients and prospects on a contextualized map. Visually identify clients by type icon. Get directions to help plan out your route.

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SynoGeoloc module for Sugar allows deployment of contextual dashlets with geolocation of current or selected elements.

This module uses the free and open-source Leaflet library and OpenStreetMap to provide you with precise and unlimited use of cartography into Sugar.

A new dashlet called « SynoGeoloc » will be available on the Accounts, Contacts and Leads entities, in “Record” and “List” views and also in « drill down » reports view.

When you consult a detail view record, if the address is correctly filled, the map will be displayed with a point on it for the address of current record.

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On a list view, when you select a record the map is automatically updated and a point appears for the selected record. For each new selected element a new point is added on the map wich is then centered to include all points.

When unselecting elements the map is automatically updated with the points of addresses still selected.

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You can also use SynoGeoLoc Module on reports. The dashlet is automatically added on the drill down available on reports based on Accounts, Contacts and Leads entities that have a chart.

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When accounts are displayed on the map, their type is symbolize (« Type » field of Account entity) :

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There are all included icons :

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Tips : You can also add your own icons to a personalyze user experience.

For each located element, two links are available on the display into a new browser tab the searched route from or to a place. 2018-11-26_145810.jpg

Check out the User Guide for more examples of what you can do with SynoGeoloc.

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