In the Places section, the Map gives you the ability to view all your customers on a map in a dynamic way.

Cluster of maps

Go to the Clients section and select Map.

This will show you a map of all your Places. They are clustered as per the number of Places. By zooming in on a cluster, you will be able to view the Places composing it.

Map Legends

There are 3 legends to filter the customers you see:

  • Per-user. Shows the user who last visited the customer

  • Per date. Shows the last visit date to the customer

  • Per type. Shows the types of customers, picking information from the _type attribute in the place list


Refresh the search on a new area

After moving to another area you can refresh the data displayed by clicking on “Search this area”

Filters

All the attributes defined as important are displayed by default as filters at the top. You can add any other attribute as a filter, by clicking on more and selecting the attribute.

When the filter is applied, it will show an “x” mark as shown below

View customer details

By clicking on any customer, a window opens with:

  • The customer title, as defined on the web app

  • The different pictures were taken to identify the customer, as defined in the list schema

  • The attributes

  • The metadata shows when the customer was created/updated, etc.