Search Along the Route | Help | RouteIQ for Zoho CRM

Search Along the Route

Search Along the Route helps you find records that are located along any route and add or create a route to visit them.

 


Info
Feature Availability: This feature is only available in the Professional plan.

Using Search Along the Route

  1. View the route on the map along which you want to search for records by

    1. searching for it in Global Search.

    2. Finding it from the routes module list.

  2. Click on the "Search along this route" button located in the bottom right corner of the route preview window.


  1. Select the desired module and custom view.
    Multiple modules can also be selected.


  1. Select the records you want to visit and

    1. Create Route - creates a new route to the selected stops

    2. Add to this Route - adds the selected records to the viewed route.

    3. Clone & Add - clones the viewed route and adds the selected records to the cloned route



Multiple module records along the route:

      Select the required modules and click on "Search along this Route" button.


Modifying the search width:

      Search width is the region spanning from the route path towards both sides.

Notes
Note: By default, the maximum radius within which you can search for your leads, contacts, etc., is 100 kms. If your business use case needs you to search for people in a wider circle, we can do that for you. Just send an email to support@routeiq.com