Viewing Contacts or Accounts that are Nearby

You can search for contacts or accounts which are currently located near a selected contact or account. For example, you have a sales meeting with a new contact and account in Chicago. While you are there you may want to schedule sales meetings with other contacts or Accounts.

Note: 
  • The security access determines the available functions. Contact the administrator for any access rights changes. WebViewer users may not access full functionality.
  • You must allow pop-ups before you can view a Contour map.

To search nearby a contact or an account:

  1. Open the Account or Contact detail view for the near buy record to be searched.
  2. In the Task Pane, expand Common Tasks, click Accounts Nearby or Contacts Nearby.
    The Contour Search view opens with the contact or account in the Starting from field and in the list below.
  3. Use the Contour Search view to further define the search by changing the Distance, number of Results, Type or Status, and then click Search.
  4. Once your list is defined, click Display Map to open a map with the listed contacts or accounts or click Create Group to create a group based on the defined search criteria.