Viewing Contacts or Accounts on a Contour Map

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

You can view one or more contacts or accounts on a Contour map. From the map you can also add a temporary place to the map and get driving instructions. The map provider is determined by your administrator.
  • You must allow pop-ups before you can view a Contour map.
  • Each map provider has a limit of the number of records or places that can display on the map.
    • Google Maps - 10 records or places
    • Bing Maps - 25 records or places

How Do I?

Open the Contour mapClosed

  • Do one of the following:

    • Open the Account or Contact detail view, in the Task Pane, under Common Tasks, click Show on Map.
    • Open the Contact or Account list view, select 1 or more records and in the Task Pane, under Common Tasks, click Show on Map.
    • On the Tools menu, point to Contour Distance Search, click Account or Contact, and then perform a Contour Distance Search.
View a single contact or account on a mapClosed
  1. Open the Account or Contact detail view for the record you want to view on a map.
  2. In the Task Pane, under Common Tasks, click Show on Map.
    A map view opens with the contact or account listed and identified on the map.
View multiple contacts or accounts on a mapClosed
  1. Open the Contact or Account list view
  2. View the group or lookup results that contain the records you want to view.
  3. Select one or more records by pressing the CTRL or Shift key as you click each item.
    If you do not select any records then all records will be selected.
  4. From the Task Pane, under Common Tasks, click Show on Map.
    A map view opens with the contacts or accounts listed and identified on the map.
Add a temporary placeClosed
  1. On the Contour map, click Add Place.
  2. In the Name box type the name of the place you are adding.
    For example, a hotel, restaurant, or airport.
  3. In the Address box type the street number and name.
  4. Complete the City, State, Postal Code, and Country boxes.

  5. Click OK.

Get driving directionsClosed
  1. On the Contour map, click Get Directions.
  2. If you need to change the order, you can drag and drop the contacts, accounts, or places in the left pane, and then click Get Directions again to get an updated route.
Remove a contact, account or place from the mapClosed
  • To remove a single contact or account clear the check box.
  • To remove all contacts or accounts click Clear All.

If an address cannot be located on a map, then the map pin will be red and located as close to the location as can be determined. For example, in the middle of a postal code, city, state or country. If none of that information can be determined, then the pin will appear on the map at the longitude and latitude point 0,0.

Click the red pin to see details about why the address could not be located on the map.

Related Topics

What is Contour Proximity Search?

Viewing Contacts or Accounts that are Nearby

Performing a Contour Proximity Search

Managing Contour Places

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.