Maps for Sage CRM – All Features
Explore all of the features of Maps for Sage CRM below
Record View
- Open the map from within any record.
- See nearby records around the current record’s location.
- Adjust the search radius in miles or kilometres.
- Choose which CRM entities appear on the map.
- Switch between available addresses for records with multiple locations.
Standalone Map
- Explore records across an area without opening an individual record.
- Display multiple entity types together on the same map.
- Search for CRM records, places and addresses.
- Load locations as you move and zoom around the map.
- Remember position, selections and filters during the current session.
Filters & Groups
- Filter by any fields, including those available from linked records.
- Combine conditions using “Match all” or “Match any”.
- Apply different filters to each displayed entity.
- Save filters for reuse, update them or save a new copy.
- Display records belonging to existing CRM Groups.
- Create a new CRM Group from records in your selected area.
Record Details
- Click a pin to view the associated record’s details.
- Customise the fields to display using standard CRM tools.
- See the distance from the search centre where applicable.
- Open records straight from the map.
- Choose between records at the same or clustered locations.
- Show or hide the details panel to give the map more space.
Lookup Fields
- Select records geographically from Advanced Search Select fields.
- Open a map selector directly from the CRM lookup field.
- Search records by name or browse their locations.
- Select a record from a map pin or the accompanying results list.
- Return the selected record to the CRM field.
- Apply supported parent-record restrictions automatically.
Geocoding Records
- Records automatically geocoded as they are added or edited.
- Geocode records in bulk using entity selections and conditions.
- Process missing locations or check for changed addresses.
- Geocode sub-records automatically from their parent.
- Adjust locations manually by moving a pin or entering coordinates.
- Protect manually saved positions during bulk geocoding.
Custom Entities
- Add mapping to custom entities as well as standard CRM entities.
- Use address fields held directly on a record, or
- Obtain addresses through relationships to other records.
- Configure which fields make up each entity’s postal address.
- Assign a distinct map icon to each entity.
Security & Permissions
- CRM’s standard security model fully supported.
- Territories, Security Profiles and Field Security honoured.
- Restrict map visibility using standard features.
- Limit mapping features by team or role.
- Control access to administration tools.
Colours & Styles
- Fully customisable entity icons.
- Two full icons sets included as standard.
- Configure icon size.
- Enable pin clustering for multiple results.
- Customisable theme and colour scheme.
- Multiple map styles.
Administration Tools
- Fully embedded within Sage CRM’s admin area.
- Configure map settings, colours & styles.
- Configure entity settings, relationships and icons.
- Enable mapping for custom entities.
- Enable maps to be used in Advanced Search Select fields.
- Perform bulk geocoding and monitor batch status.