Advanced Filters | Help | RouteIQ for Zoho CRM

Advanced Filters

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.

NotesNote: The near me filter remains applied while changing views as well.

Info

Limitation: The Near Me feature can be applied to a maximum of 2000 records. If there are more than 2000 records in the radius, 2000 records closest to you are selected.

 

Finding nearby records using Near me  

  1. Click the Near Me button and provide location permission from your browser.



  2. Choose the radius within which you want to view records. By default 5 km/mile radius is applied. You can choose from 5, 15, 25, or 50, or enter a custom radius within 100km/miles.

Using Custom Location for Near Me  

  1. You can also choose a custom location. Click the Near Me button and click Choose on Map.

  2. Pin the location on the map, from where you would like to view nearby records.


  3. All the records within the chosen radius will be available in the form of a list right below the RouteIQ window. 

  4. You can create a new route or add locations to an existing route. Click here to learn more.   

Nearby 

Nearby helps you filter records located within the particular radius to the record it's applied.

Applying nearby

  1. You can view the record either from the list view or by searching from Global Search.

  2. From the record detail view, click the nearby icon to view the record near the selected record.



Removing Near me/nearby filter  

From the list view, click the Close icon to the right of the radius for which Near Me is applied.



IdeaBy default, the search radius is 100 kms wide. You can expand it to 1000 kms by contacting our customer support team at support@routeiq.com