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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Bulk uploading images
- Basic Navigation
- Record Tabs
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Filter Map Records
Simple Map Filter
You can also apply filters (more than one) to data on the map. In this example, we click the filter icon – select “Customer” and show the types that we want to see in the Companies module.
Advanced Filter
You can use existing defined “advanced filters” to pre-filter data on the map screen, the filter works the same way as filtering the grid. This allows more complex filters including groups of criteria to be selected, such as the following example from the Opportunities module, where an existing filter “Assigned to Viv” has been applied.
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