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We often need to find our customers/dealers by location. It's never straight forward and usually filter via postcode or address line. It's not the easiest, quickest or most reliable as could be close but in a different postcode zone or have the area on a different address line. It would be SUPER HELPFUL AND AMAZING if we could view on a map! The information is there and the map function is visible on their page so can this be possible? Thank you
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Shipped
A good connection tool for Badger mapping or Mapsly would be much better option
From a list of companies or contacts (either a standard search list from the left-hand menu, or a report you've written for yourself) you can now plot the addresses on a simple google map. For more details, see our help article https://docs.prospect365.com/en/articles/6028766-plotting-customers-on-google-maps
There's a limit to what you can do with a simple google maps integration (that doesnt require everyone to have a paid google maps account) but we're going to look at the simple ability to visualise any list/report of companies or contacts (or data related to companies/contacts) on a popup map in the CRM.
You'll still be able to do more advanced things by exporting the list to excel, editing the data and adding data markers, and then uploading that to google maps. We're also creating some documentation on this technique and will make that available at the same time.