Installing the extension

1. Navigate to  > Marketplace > All in Zoho CRM.
2. Click All Extensions, then browse for and click Map Plotter for Zoho CRM.
   
3. Click Install.
   
4. Agree to the Terms of Service and click Install.
   
5. On the following page, agree to the Terms of Service and click Continue to Install.
   
   
6. Select one of the following options in Choose Users/Profiles:
   
1. Install for admin only: The extension will be installed in CRM only for users with an administrator profile.
   
2. Install for all users: The extension will be installed in CRM for all users.
   
3. Choose profiles: The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the relevant profiles.
   
   
7. Click Confirm.
   You will be redirected to the Map Plotter for Zoho CRM - Settings page.
8. Under Key Configuration, select the Map type.
   
9. Enter the API Key, then click Save.
   
   

Notes:

1. Learn how to obtain the Google API Key
   
2. Learn how to obtain the Bing API Key
   
3. Learn how to obtain the Azure API Key

Locating records from Zoho CRM

1. Open the Leads, Contacts, Accounts, or Deals module.
   
2. Select the records you want to locate.
   
3. Click the Map Plotter button.
   
   

The map will open and display the locations of the selected records. The locations are plotted based on the address details available in the corresponding Zoho CRM fields.
          

Filtering records by area

1. Click the filter icon, followed by the Map by Area option.
   
2. Select the required area from the list. The available areas for the selected records' addresses will be listed. Once an area is selected, only the records for that area will be shown on the map.
   
   

Filtering records by last visit date

1. Click the filter icon, followed by the Map All Records option.
   
2. You can filter the records visited in:
   
1. Last 30 days
   
2. Last 60 days
   
3. Last 90 days
   
4. Custom (Specific date range)
   

When you select Custom, specify the From and To dates to view records visited during a specific date range.
          

Viewing record details from map pins

The pin pop-up displays key information about the record, helping you quickly understand the record details without navigating away from the map. You can also use the available filters while viewing the records on the map to refine the displayed results.
          

Viewing records in the Web Tab

You can open the Web Tab from the map view and continue viewing the selected records on a separate page. The Web Tab is useful when you want to review multiple records, apply filters, and analyze location-based data in detail.
          

1. Select the records from the supported module.
   
2. Click the Map Plotter button.
   
3. In the map view, click the option to open the map in the Web Tab.
   

The selected records will be displayed in the Web Tab map view. You can use the available filters to view records by area, last visit date, or both.
          

Note:

1. Only records with an address will be pinned on the map.
   
2. In the Contacts module, the mailing address will be considered for plotting the record, and not the billing address.
   
3. In the Accounts module, the billing address will be considered for plotting the record, and not the other address.
   
4. In the Deals module, the billing address associated with the account tagged to the deal will be considered for plotting the record.
   
5. If a record does not have the required address details, it will not be displayed on the map.
   

Uninstalling the extension

1. Navigate to Setup > Marketplace > All.
   
2. Under All Extensions, you can view all the installed extensions.
   
3. Browse for Map Plotter for Zoho CRM and click the corresponding Uninstall link.
   
4. Click Ok to confirm and uninstall the extension.