Map Visualization
Creating Records via Location
If you want to tag a location to a record, it is possible to do so from right within RouteIQ itself. For the modules integrated into RouteIQ, it is possible to choose a location on the map and create a record from right within the RouteIQ mobile app ...
Adjust Location / Update Coordinates - Mobile
Adjust Location helps you easily change the address info of a record by choosing the correct address on the map and updating the location in Zoho CRM. Note: Address coordinates based field mapping is necessary to use this feature. Dual integration ...
Explore - Mobile
Explore enables you to simultaneously visualize records from multiple Zoho CRM modules spread across an area. Accessing Explore Tap the module dropdown. This will list all the integrated Zoho CRM and RouteIQ modules. Tap Explore to view records from ...
Color Views - Mobile
The Color View allows users to visualize their CRM data on a map as different colored pins based on the criteria they apply. This feature is useful for organizing and identifying different types of records based on specific characteristics. Note: ...
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 ...
Advanced Filters - Mobile
Near Me The Near Me feature enables you to find prospects within a chosen radius. You can either choose your current location or a location on the map as the center. Note: The Near Me filter remains applied while changing views as well. It can be ...
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 ...