Change data format. MapBusinessOnline supports the set of data formats along with specific format options like number of decimal places: String, Phone, Date, Date and Time, and Number.
Start by plotting your customer dataset on map and building sales territories. Refer to these articles if you need help on the topics: Plot data from Microsoft® Excel, Manually create territories one-by-one, Import territories from a file. One option to view territory name for a customer is to add territory name to location callout.
MapPoint migration; FAQ; SDK & API; Basics; Getting started; Windows & Main toolbar; Zoom & pan map; Find address; Edit layer or dataset properties; View data in table; Calculated data columns; Edit location's data values; Edit location's address and position; Change measurement units; Team basics; Setup Team subscription; Invite your team ...
You can search any dataset you have added to map by radius (inside circle area) as following: First of all plot your data on map. Read following article on how to do that: Plot data from Microsoft® Excel. Zoom into map area you want to search. Enter center location address, city, or ZIP code into search box and click search icon.
Search customer locations in a territory . The search by a territory is available in Data window.Open Data window if it is not already open.; On the Data window's toolbar select the dataset with locations you want to search.; Click the yellow puzzle with binocular button on the toolbar to start searching.; In the dialog that will popup choose the first option to search data inside select ...
‘File Download’ page will open. Click ‘Save’ and select file name and location to save file with CRM data. Click ‘Save’ again to proceed with download. Once data has been downloaded click ‘Close’. Follow instructions on how to Plot data from Microsoft® Excel using Excel file you have just saved.
In MapBusinessOnline you can search and segment customer data or ZIP codes by store or facility locations using either radii or drive time (distance) polygons.
Select a map you want to open. If the author of the shared map required map lock for editing then corresponding check box will appear to the right of the Open button. Uncheck it if you just want to open the map for viewing. Finally click ‘Open’ to open the shared map. It's easy to share maps within a team with MapBusinessOnline.