Maps
You can view the location of your customers (accounts and persons) on a map.
To view the map:
- Switch to the desired record (account or person).
The record's address information is displayed in the (small) Map area.
Note: Apple's geocoder cannot display addresses correctly that contain a hyphen and spaces in the street address. For example, "Operngasse 17 - 21" is not displayed correctly as it contains spaces; the address needs to be entered as "Operngasse 17-21" without spaces. - Click on in the Map area, to open the map in a larger view.
- You can zoom the map, but you cannot resize the map:
- To zoom in you can either swipe out two fingers.
- To zoom out either pinch two fingers together.
- If the address is not displayed on screen (because you scrolled the map), click on to display the account or person's location.
- Click on the pin to display the address.
- Click Cancel to return to the account or person record.
- You can also click on and then on Open in Maps to switch to the external map application.