by Rolustech

Visualize your CRM data! Integrate Google Maps with SugarCRM to see leads, contacts, and accounts on a map. Plan routes, optimize sales efforts. Effortless location intelligence.

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Release Notes

Version 6.0.2 (Available: 19/9/2024)

Compatibility

  • Version 12.1 - 14.2 (on-demand and on-premise)

Improvements

  • RT SalesMap dashlet can now be added on the focus drawer.
  • Bug fixes and improvements

Version 6.0.1 (Available: 16/4/2024)

Compatibility

  • Version 12.1 - 14.0 (on-demand and on-premise)

Improvements

  • Bug fixes related to filters on RT SalesMap view
  • Improved performance
  • Salesmap configuration is now appearing as intended on SugarCRM 13.3
  • Record creation by clicking a location now requires a double-click.

Version 5.3.3 (Available: 1/3/2024)

Compatibility

  • Version 12.1 - 13.3 (on-demand and on-premise)

Improvements

  • Fixed bug related to Data Migration and SugarCRM reports

Version 5.3.2 (Available: 23/2/2024)

Compatibility

  • Version 12.1 - 13.3 (on-demand and on-premise)

Improvements

  • Bug Fixes

Features

  • Locate your CRM records on Google Maps using addresses or Lat/Long values
  • See the optimized route to your planned destinations
  • Restrict your search to within a certain radius of a location
  • Create Salestrips and see all trips on RT SalesMap Android app
  • Create record by clicking a location on map

Special Instructions: Please perform Repair and Rebuild after installation.

Version 5.3.1 (Available: 29/1/2024)

Compatibility

-Version 12.1 - 13.0 (on-demand and on-premise)

Improvements

  • Users can now map any of the modules and fields from their CRM for geocoding
  • Data Migration scheduler maps already geocoded records to CRM
  • Tooltip that appears on clicking a pin on the map can now be customized
  • Users can create records by clicking a location on a map.

Special Instructions: Please perform Repair and Rebuild after installation.

Version 5.2.2 (Available: 07/11/2023)

Compatibility

-Version 13.0 (on-demand and on-premise)

Improvements

-Compatible with Php 8.2 and MySQL 8

Features

  • Locate your Accounts, Contacts and Leads on Google Maps
  • See the optimized route to your planned destinations
  • Restrict your search to within a certain radius of a location
  • Create Salestrips and see all trips on RT SalesMap Android app

Special Instructions: Please perform Repair and Rebuild after installation.

Version 5.2.1 (Available: 5/09/2023)

Compatibility

-Version 13.0 (on-demand and on-premise)

Features and Improvements

  • Locate your Accounts, Contacts and Leads on Google Maps
  • See the optimized route to your planned destinations
  • Restrict your search to within a certain radius of a location
  • Create Salestrips and see all trips on RT SalesMap Android app

Special Instructions: Please perform Repair and Rebuild after installation.

Version 5.2.0 (Available: 02/01/2023)

Compatibility

  • Version 11.3 (on-premise)
  • Version 12.0.* (on-demand and on-premise)
  • Version 12.1, 12.2, 12.3 (on-demand)

Features and Improvements

  • Locate your Accounts, Contacts and Leads on Google Maps
  • Plan and create trips after filtering records on the map view
  • See the optimized route to your planned destinations
  • Restrict your search to within a certain radius of a location

Special Instructions: Please perform Repair and Rebuild after installation.

Version 4.6.0 (Available: 02/02/2021)

Compatibility

  • Sugar 7.11.0 to 10.2.0

Added

-RT SalesTrips module. Create Trip from there by attaching Contacts, Leads and Accounts. -Automatic Troubleshooting to detect configuration errors -Show results on UI after completing automatic troubleshoot -Compatibility with RT SalesMap mobile app(Android and IOS) -List of non-geocoded records in RT SalesMap modules in Dashlets -Fixed license plans -All configurations on a single page -Made latitude and longitude fields auditable -Generate notification in CRM when any error related to Google Maps API occurs in Geocoding scheduler. -Proper alerts messages for different errors and notifications -Add a limit to the Google Maps API Requests (Geocoding, Direction, Places) -Added German Language Support throughout the Module

Fixed

-Unable to export the large number of pins from the map. -Unsaved filters are not working in the RT SalesMap module. -Saved filter is not working properly on page refresh. -php version support added 7.3.20, 7.1.18

Known Issues

-Your Leads, Contacts & Accounts records must contain valid address otherwise pins won’t appear on Google Maps -Geocoding, Direction, Places fields have no link with Google Cloud Platform Quota that the user set.

Version 4.6.0 (Available: 11/02/2020)

Compatibility

  • Sugar 7.11.0 to 10.1.0

Added

  • RT SalesTrips module. Create a Trip from there by attaching Contacts, Leads, and Accounts.
  • Compatibility with RT SalesMap mobile app(Android and IOS)
  • List of non-geocoded records in RT SalesMap modules in Dashlets
  • Fixed license plans
  • All configurations on a single page
  • Tab for troubleshooting in RT SalesMap settings page
  • Made latitude and longitude fields auditable
  • Generate notification in CRM when any error related to Google Maps API occurs in the Geocoding scheduler.
  • Proper alerts messages for different errors and notifications

Fixed

  • Unable to export a large number of pins from the map.
  • Unsaved filters are not working in the RT SalesMap module.
  • Saved filters are not working properly on page refresh.

Version 4.6.0 (Available: 9/23/2020)

Compatibility

  • SugarCRM 7.11 - 10.1.0 (On-premise and On-demand)

New Features

  • New fixed pricing plans
  • RT SalesTrips module where users can create trips and attach Accounts, Contacts, and Leads with it (max 23 records).
  • Compatibility with RT SalesMap mobile app (Android and iOS). In the mobile app, users can create, view, and get directions for trips in the CRM.
  • Dashlets for non-geocoded Accounts, Contacts, and Leads in the RT SalesMap module.
  • Generating notifications for Geocoding API limits and errors while geocoding in the schedulers.
  • All configurations in one page.
  • Troubleshoot in the RT SalesMap settings page.

Version 4.5.3.1 (Available: 10/01/2019)

Compatibility

  • SugarCRM 8.0.0 - 9.x.x

Known Issues

  • Mobile Format in CSV gets calculated
  • If the number of pins is very high, the Export fails

Version 4.5.3 (Available: 5/14/2019)

Added:

  • Compatibility with Sugar 9.0.0.
  • Optimized Route.
  • Export pins in CSV file.

Fixes:

  • When swapping origin and destination location, its not clear existing route.
  • When no filter is applied, it should not display notification popup.
  • When 'Get Direction' popup is opened and user clicks on 'Load Map', it keeps displaying the popup.
  • Module label not changing in the dropdown field of RT SalesMap, when labels of modules (Leads, Contacts, Accounts) are changed in Studio.

Version 4.5.2 (Available: 10/17/2018)

Added - SugarCRM 8.1.x (on-premise and on-demand) - Backward Compatible - Schedulers removed on uninstallation - Missing Translations

Changed -Browser alerts to Sugar Alerts. -Display of map even when 1000+ records are fetched while letting the user know rest will not be displayed on the map. -Alerting the user about filing a precise address when multiple location points are available.

Fixed - Search Panel to appear with Directions Panel

Known Issues - When trying to get directions for some locations whose Longitudes and Latitudes are not properly added in Google's database, the direction pins might appear in a different location than the actual pin. To get the correct location, the location needs to be shared with Google Support to get the correct location.

Version 4.5.1 (Available: 03/20/2018)

Added - Compatibility with Sugar 7.11. - Map cleanup option in the Get Directions feature. Changed -Browser alerts to Sugar Alerts. -Display of map even when 1000+ records are fetched while letting the user know rest will not be displayed on the map. -Alerting the user about filing a precise address when multiple location points are available. Fixed -Unidentified file type warnings -Exactly Matches Filter -Blue Pin overlaying marker, making it unclickable -Handling the case when the Geo Location is turned off.

Version 4.0.0 (Available: 06/08/2016)

  • Bug fixation related to filters.
  • Compatible with Sugar 7.7.x

Version 3.0.2 (Available: 08/17/2015)

  • RT SalesMap is compatible with MS SQL database for Sugar 6 and 7

Version 3.0.1 (Available: 06/11/2015)

  • Pre Install checks introduced. If the package is already installed, notify the user to first uninstall it.
  • Bug fixation related to Lead conversion.

Version 3.0 (Available: 03/27/2015)

  • Search optimized for Sugar 7 Sales Map Version.
  • Fixed color code assigned to Contacts/Accounts/Leads Pins
  • Pagination is removed & search criteria functionality is improved
  • Save Search ability

Version 2.0 (Available: 01/11/2013)

  • Directions, Address suggestion. Directions from the selected source to the destination. Multiple route suggestions.
  • Retain Search: Last search result is preserved until explicitly cleared by the user.
  • Non geocoded records count: The information about count of non-geo coded records per module is stored and displayed.
  • Upgraded to latest API version.
  • Performance enhanced.

Version 1.0 Sugar 6 (Available: 01/05/2013)

  • Pins displayed on Google Map under RT SalesMap module for Sugar 6
  • Pagination: Records per page can be adjusted from the user settings.
  • Non-Geo Coded to Geo Coded Conversion via Scheduler
  • Search feature for Contacts/Leads/Account1
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  • "Hi raysparks, Thank you for your feedback. * The errors you are facing maybe due to some compatibility issues. We have followed up with you on this ..." - Rolustech

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