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Maps

Get a better understanding of the data in your Lime CRM, by visualizing it on a map.

Some examples:

  • Plot all your customers that you are planning to visit. Today, or perhaps this week.
    • Either start from the company list or from the todo list.
  • See where there is work to be done, by showing today's work orders.
  • Finished a work order unexpectedly early? Pick another one coming up this week, that is in the same part of town where you are.
  • Understand the geographical aspect of an ongoing issue your customers are having by showing customers with active tickets of a certain type.
  • Plan the distribution and size of your field staff teams based on where your customers are, or where there are the most work orders.
  • Planning on opening up a new store, office or distribution center? Let your CRM data tell you where your biggest needs are.
  • Find the optimal site for the next customer event you are planning, to ensure that as many as possible can attend.
  • Plan for effective service of your sold machines when traveling to a certain area of the country or world.

Features

  • Connects Lime CRM to Google Maps.
  • Show the location on an interactive map.
  • Show several locations based on the full Lime CRM filter capabilities.
  • Easily switch over to Google Maps to continue your work flow there. Perhaps driving instructions before you start your car?
  • Any limetype can be shown on a map.
  • Configure which address properties to use when searching for coordinates.
  • Even plot objects that do not have their own address, by using the location of a related object. For example show work orders on a map based on the related real estate property, building or utility connection point.

Info

This documentation discusses everything specific to the Maps add-on. Please read the Add-on's FAQ for more general questions about add-ons.