RT SalesMap

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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#1340 - Sales Map Troubleshootimg

Closed General Question created by New Age Veneers Verified Purchase 9 years ago

Hello,

I have some concerns;

  1. When I create filters one of my fields does not show results. I have a screen shot I can send. How do I fix this?

Note: I had license verification issues so I am wary to reinstall anything in case it does not work.

  1. Can you customise what information shows in the map, ie. When you select an account for example it has name and address, can I add more fields to this?

Thanks!

  1. rolustech-primary-contact member avatar

    Rolustech Verified Purchase

    9 years ago

    Hi Adele,

    1. Yes, you can share screen shot on support@rolustech.com. So that we can look into the issue.
    2. When you select Accounts or any other module in the filter, all the fields of that module (i.e. default or customized) are listed down under a drop down. from where you can select your required field and create a new filter.

    Hope it helps. Please let us know in case of any query.

    Regards, Rolustech support.

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  • SugarCRM Editions
  • Sugar Community
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Compatible Versions
  • 14.2, 14.1, 14.0, 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 7.0, 6.7, 6.5, 6.1
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