Modules and Records Summary
Introduction
The Modules & Records Summary section in RouteIQ settings provides administrators with complete visibility into integrated modules and helps identify records that cannot be mapped on the map. This helps track which modules are enabled and identify non-mappable records that need attention.
How to Access Modules & Records Summary
Click the Globe icon in the top right corner and open the Settings menu.
Click on Modules & Records in the Settings menu.
Enabled Modules
Non-Mappable Records
Note: The total count shown here is only based on the records that are integrated into RouteIQ. If the host service(Zoho CRM) module is integrated based on custom views, the count shown here could be lesser than the total records shown in host service.
Actions: Sort any column based on ascending or descending order. E.g. you can sort non-mappable records or reason column by descending to know which module has the most non-mappable records.
Enabled Modules
The Enabled Modules section displays all RouteIQ modules along with their mappable and non-mappable record counts.
|
|
Module Name | The name of the host service module (e.g., Leads, Contacts, Meetings) |
Mappable Records | The number of records that have valid addresses and can be plotted on the map |
Non-Mappable Records | The number of records that cannot be plotted on the map due to address issues |
Total Records | The total number of records in this module that are integrated with RouteIQ |
Non-Mappable Records
The Non-Mappable Records section helps identify records that cannot be plotted on the map and provides insights into why they are non-mappable.
Column | Description |
Module Name | The name of the host service module (e.g., Leads, Contacts, Meetings) |
Non-Mappable Records Reason | |
Empty Address | Count of records with empty or missing address fields |
Invalid Address | Count of records with addresses that cannot be geocoded |
Address Credits Exhausted | Count of records waiting for address conversion due to exhausted credits |
Queued Address Conversions | Count of records currently in the address conversion queue |
Address Conversion Failed | Count of records where address conversion failed |
Total | Total count of non-mappable records in the module |
All Non-Mappable Records in a Module Pop-up
When you click on a module name in the Non-Mappable Records section, a detailed pop-up opens with the following information:
Summary Section - Count of records based on non-mappable reason and total.
List Section - Lists all the non-mappable records in the module along with their reason and actions supported.
Actions -
A. Filter capability for Non-Mappable Reason column.
B. Pagination for the list of records. Learn more about Non-Mappable Records.
Best Practices
Regular Monitoring: Check the Non-Mappable Records section regularly to identify and resolve address issues promptly.
Address Format: Ensure address text values in the records are valid.
Credit Management: Monitor your Address/Record Credits usage to prevent interruptions in address conversions. Learn more about Record Credits and Address Credits.
Related Articles
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Visualizing Zoho CRM modules and views - Mobile
Map visualization provides a visual alternative to a simple list view for your Zoho CRM modules and views. It enables you to visualize your CRM data on an interactive map and filter them based on specific criteria. Modules There are two types of ...Selecting Records - Mobile
There are a few different ways to select pins/records in RouteIQ. Select from list view Select using Lasso Select all pins Selecting from the list Long-press the desired record to select it. You can create a new route with the selected records or add ...Non-Mappable Records
A non-mappable record is a record whose address cannot be located on the map. Viewing Non-mappable records Click on Non-mappable link to view more details about them. There are 4 reasons why the records are non-mappable and its corresponding action. ...Related Records
As the name suggests, Related Records helps you see all the records associated to one particular account or lead or contact. (Depending on the module you have chosen). Picture this. In your CRM account, you have entered lots of details about various ...Visualizing Zoho CRM modules and views
Map visualization provides a visual alternative to a simple list view for your Zoho CRM Modules and Views. It enables you to visualize your CRM data on an interactive map and filter them based on specific criteria. Modules There are two types of ...