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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map 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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