Map multiple addresses from a customer list in BrokerForce™
Taking a road trip or just want to see where your best
customers are located? If so, then the "Customer List Map" is the report
MSN provides a free
toolbar that includes a powerful <Maps> button that can be used with BrokerForce to map
multiple addresses as pushpins on a map. You must have Microsoft Internet
Explorer and install the MSN toolbar
before this feature can be used with BrokerForce version 3.0.20 or greater.
To map multiple addresses:
- Select "Customer List Map" from the <Reports> drop
list on the customer form
- This report will inherit any filter placed on the
customer form or, it can be filtered for your top n customers based on their
order amounts from last year or this year. To filter by form,
right-click on any control e.g. a city name, and select <Filter by Selection>.
Or, try entering a number e.g. 10 into the <Top> control below the <Reports
List> to see a listing of your top customer customers.
- Preview and close the report. This will enable
the <Map Customer list> button.
- Click the <Map Customer List> button to output the
results to an HTML file on your computer. Your browser window will
automatically open with your filtered list of customers.
- Click the <Maps> button on the MSN toolbar to select
a mapping option. Multiple locations are limited to a selection of up to
10 locations at a time.
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