Bitrix24 App: Google Maps. FAQ - Frequently Asked Questions (EN)

Proszę zostawić adres e-mail, na który trzeba wysłać promokod.

Wystąpił błąd, spróbuj ponownie później.
Proszę zostawić adres e-mail, na który trzeba wysłać promokod.
Wysłaliśmy kod promocyjny i instrukcje dotyczące jego wykorzystania na adres e-mail. Jeśli nie dotrze w ciągu 10 minut, spróbuj ponownie zasubskrybować.

How to build a route from a deal?

 

  • Click on the application tab in the Deal Card (Profile).

  • The address of your Contact and Deal will be automatically marked on the map and added to the route.
  • Indicate the start point - the address of your company, your location or another address. How to add your company address read below.

  • Click on the “Route” button.
  • Explore the built route and, if necessary, create a task.

    https://my.support.pl/admin/templates/blend/images/adres_en.png

 

I need to visit several points. How to include them in a route?

 

  • In the application interface select the entities that you want to display on the map. You can filter clients by stages of the Deal, Responsible person, city. In the search bar you can search for a Contact or Company by name.

https://my.support.pl/admin/templates/blend/images/deal_map.png

  • After selecting an entity, they will automatically appear on the map and will be added to the route. To select specific addresses, simply click on the red location icon. It will change to green and remain at route points. Other addresses that fall into the selection but are not marked in green will be removed from the route.

https://my.support.pl/admin/templates/blend/images/map_green.png

  • Click on the Route button.
  • Explore the built route and, if necessary, create a task.

P.S. You can change the order of visiting points by moving them using the arrow opposite the address.

 

 

How to choose a start point?

 

On the first screen of the application you will see a block with a field where the starting point of the route is selected (on the right side). Here you can choose:

 

  • address of your company. How to add your company address read below.
  • Your current location
  • Another address. Just enter the address where you plan to start the route.


Where to specify the address of the company (default)?

 

Go to the application settings. In the Company Address field, write it in a format understandable to the navigator (street, house, city, country (optional)).

This address will be used when choosing a company as a start point (beginning of a route).

 

https://my.support.pl/admin/templates/blend/images/deal_map.png

 

 

How does the filter and search bar in the application work?

 

Entity Filter - reflects the standard CRM entities (Leads, Deals, Contacts, Companies). It segments Leads and Deals by stages.

 

Search field - searches for addresses by Company name, Contact, Responsible person, as well as city, component parts of the address. Applies only to entities selected in the first field (displayed points on the map).

 

https://my.support.pl/admin/templates/blend/images/filtr.png

 

 

Where can I get the Google map key (Google Maps API Token)?

 

The official instructions for obtaining a Google Maps key - https://developers.google.com/maps/documentation/javascript/get-api-key

 

Watch the video guide how to add the key - https://youtu.be/-9vJ2059Sio


 

 

How to get a license?

 

After the end of the free period, you can place an order to purchase a license key in our store.

 

 

How is the address of entities (lead, Deal, Contact, Company) determined?

 

While installing the application, you select the fields that you usually use in CRM to write the address of the entity. Read more about setting these fields in the Instructions.

 

 

What do the blue dots on the map mean?

 

Blue icons on the map mean that several entities are tied to the given address, i.e. for example, if CRM has Contact and Lead with the same addresses.

 

https://my.support.pl/admin/templates/blend/images/deal_map.png

 

How to exclude an address from a route?

 

All addresses that you add to the route are marked with a green icon on the map. If you want to exclude the address from the route, simply click on the green icon one more time. It will turn red and leave the route points list.

 

 

How to add points to the route?

 

To select specific addresses, simply click on the red location icon. It will change to green and remain at route points. Other addresses that fall into the selection but are not marked in green will be removed from the route.

https://my.support.pl/admin/templates/blend/images/deal_map.png

 

 

How to print a card?

 

On the map on the left, click “More” link. It opens full screen Google Maps. Click on the Menu (Hamburger) and select “Print”.

 

 

How to create a task from the application?

 

After building the route, click “Create Task” button. In the pop-up window write the name of the task, select the responsible person, and also add a description, if necessary. A link to the map with the constructed route will be automatically substituted in the description.

https://my.support.pl/admin/templates/blend/images/deal_map.png

  • maps, map, mapy, app, aplikacja, application, google
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