Map display of the pipeline from the cases overview

At the overview list of sales cases and the combined overview of sales and service processes, you can use the functions of the Map group to display the number of cases under the costumer’s address, and a small pie chart with segments corresponding to the selected criteria.

The circle represents the number of companies. After clicking, the circle falls apart into further individual locations. Clicking on a single circle displays the information about the company from the master data and key figures.

Employees with the Objects (view) profile can also use the functions of the Map (objects) group to display the cases at the object address on a map. 

The display of data on a map allows you to open the displayed object in the CRM via a pin and a hyperlink. The hyperlink is offered in the information window at the pin and opens the corresponding object (customer, case, service object, etc.) in the CRM. A message suggests switching to the CRM.

Example: In a sales case overview, the Map / by commercial agent function displays a map showing the customer addresses for the case. Clicking on a location opens the information, including a link to the customer.