Selecting Records | Help | RouteIQ for Zoho CRM

Selecting Records

There are a few different ways to select pins/records in RouteIQ
  • Selecting from List View

  • Selecting using Lasso

  • Selecting all pins

 Selecting from List View


  1. Click on the checkboxes beside the records from the list view.

  2. You can create a new route with the selected records or add them to an existing route. 

Lasso

The lasso feature allows you to select a group of records on the map by circling the required pins.



How to use the Lasso Feature

  1. Click on the Lasso icon in the bottom-right corner. This will enable the cross-hairs.

  2. Click and drag to draw around the desired pins on the map to select them.

  3. You can create a new route with the selected records or add them to an existing route.

Select all pins


  1. Click on the Select All Pins icon in the bottom-right corner of the RouteIQ window to select all pins on the map.
  2. You can create a new route with the selected records or add them to an existing route.