Displaying Account Maps
To increase efficiency in scheduling visits, planning routes, and traveling to an account’s address, users can view account locations plotted on a map when an internet connection is available. This feature has several benefits for users:
- Users can consult the map to view the proximity between account locations or between account locations and the user's location
- If a user has a cancellation, the map makes it easy to see nearby HCPs
For example, Sarah Jones has five calls in the same area and wants to map them to make the best use of her time. She views the addresses on the account map, then uses the Send to Maps button to add the address to her Apple Maps app so she can create the best route.
To send an address to Apple Maps, iPhone users select the More Actions button for the appropriate account, then select Navigate. Map view and plotting are not available on iPhone.
Ensure initial configuration is complete to use this functionality.
Using Account Maps
Users can view maps of account addresses from the following entry points:
- My Accounts
- The Account Detail screen
- My Schedule - for more information on the My Schedule entry point, see My Schedule Map View
To view maps from My Accounts or the Account Detail screen, select the Map tab on the navigation bar.
When launched from My Accounts, the account locations plotted on the map are based on the accounts displayed in the My Account page. If a defined view, account list, account type filter, and/or a search criteria is applied in the Search box, the account locations plotted on the map respect these filters.
The selected account’s addresses are plotted with purple pins. Nearby accounts’ addresses are plotted with light red pins.
By default, account locations can only be plotted on the map if latitude and longitude coordinates are available for the address. To enable a backup plotting method for addresses without coordinates, see Geocoding Missing Address Coordinates.
Pins and Clusters
Users can view all the pins on the map or, using Apple’s built-in zoom, can focus in one location (pin) or a cluster. A cluster is a concentrated area of pins represented by a circle with the number of pins it represents in the center. Larger or smaller clusters are based on the zoom level; zooming in displays smaller clusters, zooming out displays larger clusters. The number of accounts in a cluster displays on the cluster icon.
When selecting a cluster, a side panel displays listing the account locations contained in the cluster. For each account location in the side panel, select the More Actions button to display the following options:
- Navigate to the account’s full profile
- Send the address to the Apple Maps app for directions
When selecting a pin, an information card displays above the pin with general account information and a More Actions button. The More Actions button displays the same actions as for a cluster.
Location Services must be enabled on the iPad for the user to use the Current Location button . If Location Services are not enabled, users are prompted to enable the setting when they launch the map or when they select the Current Location icon.
Sending Addresses to Apple Maps
The Send to Maps option sends an account’s address to the Apple Maps app instead of to Google Maps on a browser. To send an account address to Apple Maps, select the account on the map to display the account name and information, then select the More Actions button next to the account name.
Select the Send to Maps option from the menu.
The selected address displays in Apple Maps.