Important 

1. Integration with MapMyIndia: Map View and address suggestions within Zoho CRM are powered by MapMyIndia. When you type an address in the address fields, the information is sent to MapMyIndia to enable auto-suggestions. However, it is important to note that MapMyIndia does not retain any reference to the specific CRM record or access any detailed data within your records.
   
2. Rendering of Maps: The map views are generated by Zoho CRM using the latitude and longitude values derived from the address fields. While MapMyIndia maps are used for this purpose, MapMyIndia does not store or have access to any information regarding the records plotted on the map.
   

This setup ensures that while you benefit from accurate geocoding and mapping services, the confidentiality and integrity of your data are maintained.

Availability and limits

• Supported Editions: All paid editions.
• Supported Modules: Any module with at least one address field.
• Address coverage: Suggestions and address search are supported only for Indian addresses. Records outside India will still be plotted if they contain geo-coordinates.

Enabling Map View

1. Go to Setup > Customization > Modules and Fields > Preferences.
2. Enable the Map View toggle.
3. Once enabled, Map View appears as an option in the module’s view selector.
   

If Map View is not enabled, users clicking it will see a guided tour page instead.

What does Map View offer?

Plot and manage records on a map

Records with geo-coordinates appear as pins on the map. Those without coordinates appear in the left pane, where you can update them. Coordinates can be added or corrected in different ways:

• Type with auto-suggestions: Start typing an address and select from the suggested options. The system captures the full address and coordinates, reducing typos.
  
• Drop a pin: Mark a location directly on the map when an exact address is unclear.
• Import data with coordinates: If your records already have latitude and longitude, importing them ensures the pins are plotted accurately in bulk.
• Update via APIs: Integrations can keep coordinates synced with external systems.

You can also move a pin to adjust coordinates without changing the full address. This keeps the map accurate and reduces manual corrections later.

Apply nearby filters and sort by distance

One of Map View’s most powerful tools is the “nearby” filter, which lets you focus on records within a specific radius of a chosen location.

You can define the reference location in three ways:

• Current location: Uses your device’s live position. Results vary depending on where you are, making this option ideal while traveling.
• Typed address: Enter an address such as your office, warehouse, or event location.
  
• Point on the map: Select any spot directly on the map, even without a formal address.

Radius options include presets of 5, 10, 15, or 20 miles/km, or a custom range up to 31 miles (50 km). Once applied:

• A circle marks the chosen radius.
• A distance column appears in the list view showing how far each record is from the reference point.
• Records can be sorted ascending or descending by distance.
• Distance can also be displayed on pin cards for quick prioritization.

Examples of how you might use this:

• In the Leads module, filter all leads within 10 km of your current location to fit in extra visits while on the move.
• In the Accounts module, add the distance column in list view to see which customers are closest to a planned visit.
• In the Deals module, run a nearby filter around an event venue and sort by deal size to decide which prospects to meet.

Note: Current location filters are dynamic. Every time the filter runs, your device’s location is used, so results may vary depending on where you are.

Customize what you see

You can adjust Map View to highlight the details that matter most to you:

• Left pane highlights: Along with the primary field, you can display two additional fields. For example:

1. Leads: Lead Name + Company
2. Contacts: Contact Name + Deal Value + Account
3. Accounts: Account Name + Deal Value
4. Meetings: Meeting Title + Date and Time

• Map pin cards: Display one field directly on each pin, such as deal value, so you can spot high-priority locations at a glance.
• Clustering: If multiple records share the same address (e.g., contacts from one company), they’re grouped under one pin. Clicking the cluster expands the list.
• Get Directions: Clicking a pin gives you the option to launch navigation in your integrated map app.