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PowerMap

PowerMap

  • Date Created: March 25, 2015
  • Last Modified: July 31, 2017

Yes, you do. Bing provides a free key that allows you to geocode up to 10,000 records a month. All key options can be reviewed at the Bing maps portal.

  • Date Created: March 25, 2015
  • Last Modified: March 25, 2015

Once PowerMap is imported and registered, you can begin the setup and geocoding of entity records. If there are less than 10K records in an entity, all records will be geocoded at once. If you have more than 10k records for an entity, please contact the PowerPack Pros for the bulk geocoding utility. There’s no maximum number of records that can be geocoded with PowerMap.

  • Date Created: June 24, 2015
  • Last Modified: June 22, 2016

PowerMap can geocode any entity that contains an address. The entities which you want to map can be configured in the Entities to Map area of the solution or PowerPack menu.

 

 

Complete the Entities to Map form by selecting the entity you wish to geocode, the Address type, and Latitude/Longitude type.

a. Select the entity you want to include in your maps.
b. Read-only boxes tell how many records the entity has, and how many of them are geocoded.
c. Select the desired address fields for this entity, to be used for geocoding.
d. Select the latitude and longitude fields. If you are geocoding a custom entity, you will need to create fields to be filled in for the latitude and longitude. Steps for this are outlined further down within this document.
e. Specify whether you want PowerMap to continue to geocode your records going forward. With this checkbox checked, PowerMap will attempt to geocode new records and records whose address values change.

Save your changes.

After configuring the entity, select the Find Lat/Long button under the ellipses (“…”) to geocode existing records.  A screen will pop open letting you know how many records you need to geocode and how many have been successfully geocoded.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

PowerMap has some advanced settings that can be configured. Their descriptions follow the screenshot below; most people won’t need to change these values.

Bing Maps Credentials
This is the Bing Maps license key PowerObjects provides for you. If you have your own Bing Maps license you’d like to use, replace the value with your own Bing Maps key and press Save.

Initial Latitude
A number between -90 and 90. This is the default of the map’s center when it first opens.

Initial Longitude
A number between -180 and 180. This is the default longitude of the map’s center when it first opens. Here are some sample values that may be useful for the initial latitude, longitude and zoom levels:

Initial Zoom Level
A number between 1 (entire earth) and 19 (immediate vicinity). This is the default zoom when the map first opens.

Maximum Plot Radius (miles)
This gives the maximum distance (in miles) from the center of the map that a pin will display. If you have a lot of data, make this value smaller so as not to show too much data at a time on the map.

Distance Unit
This drop down allows users to decide if they’d like to display the distance on the map in miles or kilometers.

Custom Entities
Custom entities work fine in PowerMap as long as they have latitude and longitude fields set up correctly.

  • Date Created: June 27, 2015
  • Last Modified: June 22, 2016

In order for CRM users that are not system administrators to be able to use PowerMap, they will need to be assigned to one of the PowerMap security roles that are automatically imported into the CRM.

PowerMap Administrator
The PowerMap Administrator security role allows users access to the configuration of the mapped entities, along with all other pieces and parts of the PowerMap add-on.

PowerMap User
The PowerMap User security role gives users access to view a PowerMap, but not to change any of the configurations or settings of the PowerMap add-on.

System Administrators
System Administrators will automatically see PowerMap in their navigation, be able to use PowerMap, and approve posts without even having any PowerMap security roles assigned.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

Yes, adding the map to a dashboard is similar to adding it to a form. Add the PowerMap Web Resource to the dashboard and link it to the Web Resource called pomap_/Map.html. Make sure the checkbox for “Restrict cross-frame scripting” is NOT checked. The map will now operate as it would if you were accessing it through the PowerPack area of your CRM.

  • Date Created: December 19, 2014
  • Last Modified: May 10, 2015

You can view PowerMap on any mobile browser with an internet or data connection. Since PowerMap is web resource in your CRM system, it can be accessed by adding “/WebResources/pomap_/map.html” to then end of your CRM external facing URL (i.e. https://CRMname.domain.com/webresources/pomap_/map.html).

Users will be able to see saved definitions as well as create their own maps.

  • Date Created: June 28, 2015
  • Last Modified: June 28, 2015

A Saved Map Location tells where the map is centered and how far in or out it is zoomed. You can save Map Locations to return to them easily. To save a Map Location, first pan and zoom the map to the location you want to save. Then click the Save Current Location link and provide a name for the location in the dialog box that appears.

All the locations you save appear as a list and selecting a Saved Location pans and zooms the map to show that location. To delete a map location, select it and then click the Delete icon (“X”) that appears to the right.

Locations you save are available only to you; other users can create their own Saved Map Locations.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

To add the map to the form for an entity, you will insert the Web Resource (pomap_/Map.html).  Make sure the  “Restrict cross-frame scripting” option is NOT checked.

Check only the “Pass record object-type code and unique identifier as parameters.” checkbox, to show a pin for the record you are viewing and to center the map on the pin.

If you do not check this checkbox, the map will behave as it does elsewhere, returning to the last map definition and last location that you used.

Please note that, if you would like to use the control panel to change when you’re viewing a map within a record, you will want to make the map area on the record big enough so that you can see the panel and the map at the same time.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

For custom entities or entities without out-of-the-box address fields, which you are trying to map, you will need to create custom latitude and longitude fields.  The  fields must be Floating Point Number fields with a precision of 5 and their IME mode should be disabled.

Latitude values range between a minimum of -90 to a maximum of 90 and Longitude values range between a minimum of -180 to a maximum of 180.
The screen shot below shows properties for the latitude field.

  • Date Created: June 24, 2015
  • Last Modified: June 22, 2016

PowerMap can geocode any entity that contains an address. The entities which you want to map can be configured in the Entities to Map area of the solution or PowerPack menu.

 

 

Complete the Entities to Map form by selecting the entity you wish to geocode, the Address type, and Latitude/Longitude type.

a. Select the entity you want to include in your maps.
b. Read-only boxes tell how many records the entity has, and how many of them are geocoded.
c. Select the desired address fields for this entity, to be used for geocoding.
d. Select the latitude and longitude fields. If you are geocoding a custom entity, you will need to create fields to be filled in for the latitude and longitude. Steps for this are outlined further down within this document.
e. Specify whether you want PowerMap to continue to geocode your records going forward. With this checkbox checked, PowerMap will attempt to geocode new records and records whose address values change.

Save your changes.

After configuring the entity, select the Find Lat/Long button under the ellipses (“…”) to geocode existing records.  A screen will pop open letting you know how many records you need to geocode and how many have been successfully geocoded.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

To map your records, you will need to configure the legend for the Entity View(s) you wish to see. All changes to the legend appear immediately on the map. The mapped results are temporary unless you save them as a Map Definition. Each row in the legend represents a CRM view whose records will be shown on the map, together with the pin or heat map chosen to show these records. The view can be a system or personal view.

To change the pins for a view, click on the pin in the legend and select another option in the dropdown to use instead. To select an entity to map, click in the first dropdown and select an entity. In the next dropdown all system and personal views for that entity will be displayed. Choose the one you would like to map.

To delete a row from the legend, click on the delete symbol (“X”), to the right of the view you’ve selected.

Selecting an entity in the Select Entity dropdown creates a new row in the legend. PowerMap can show multiple views from multiple entities at the same time.

  • Date Created: June 28, 2015
  • Last Modified: June 28, 2015

A Saved Map Definition is a saved legend to prevent you from reconstructing common maps each time you need it.

To save a new map definition, click the “Saved Current Legend as a Map Definition” link, and provide a name for the Saved Definition in the dialog box that appears.

A saved map definition is available only to you until you share it with other users or teams.

After you have saved one or more map definitions, they will appear in the list under Saved Map Definitions. Clicking the name of a saved map definition loads it as the current legend in the legend section, and displays it on the map. An arrow on the left indicates the last map definition you have selected. The arrow is green at first; it turns red if you make edits to the legend and the changes have not been saved. You can click the Save Current Legend as a Map Definition link to save the changes.

To delete a saved map definition, first select it, then click the Delete icon that appears to the right. Click on the New Map Definition link to clear the legend and start fresh.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

With PowerMap you can create a heat map based on your mapped entities. When setting up your legend and selecting a pin to represent the mapped entity, you have the option to choose a heat map.

If you select the heat map you will have additional options for the display. These can be found under “Adjust heat map options…” Once you select this link it will open a new window where you can define the color gradient, intensity and radius in miles of the heat map.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

At the bottom of the record’s pin, you’ll see commands for driving directions, adding to a marketing list, reassigning the record, and emailing the record. These are quick access buttons to allow you to perform certain actions without leaving your map.

Driving Directions

If you select the ‘Directions’ tab on the PowerMap Control Panel you will be able select plotted points from the map or add an address in the control panel to obtain driving directions. To add an address from a plotted point on the map simply select the pin of your choice and select the yellow circle with an arrow in the information box (or right click on the pin you want to add).

After you have two points specified, users will be able to add additional destinations, reverse directions, or clear directions.

Once you have the points selected to map, step-by-step driving directions will be appended in the control panel. You can print the directions, view the distance between points, the estimated driving time, and re-route based on current traffic.

Add to Marketing Lists

When looking at records plotted on the map you now have the option to add specific records straight to a CRM marketing list. In the information box select the red button. This will open up a new window where you can choose to add an Account, Contact, or Lead to an existing CRM Marketing list or create a new one.

Assigning Record to Another User

Users can also assign new owners to CRM records straight from the map. Simply select the green button located in the information box and a new window will open. From this window you can select to assign the record to yourself, another user, or team.

Sending emails to mapped records

Users can send emails to any mapped record with an email address by selecting the blue circle in the information box and a blank email will pop open with the record’s email already populated.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

Selecting a map pin will display additional information and commands for the record. The pin displays the columns of the view being mapped and any of the blue text will open the related record or create an email.