{"id":5696,"date":"2021-07-23T15:14:15","date_gmt":"2021-07-23T09:44:15","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5696"},"modified":"2024-12-13T14:27:48","modified_gmt":"2024-12-13T08:57:48","slug":"perform-such-actions-from-the-context-menu-in-mappyfield-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/","title":{"rendered":"Perform such actions from the Context menu in MappyField 365"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Step_2_Quick_Action_options_from_the_Context_menu\" >Step 2: Quick Action options from the Context menu<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Create_New_Record\" >Create New Record:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Add_To_Route\" >Add To Route:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Add_to_Location\" >Add to Location<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Set_As_POI_Location\" >Set As POI Location:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Set_As_Current_Location\" >Set As Current Location:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/#Save_Settings\" >Save Settings<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>Being an area manager or sales manager of any reputed organization, you can manage and track some activities like sales, services, product dispatch, transportation, etc. You can easily track all the activities and <a href=\"https:\/\/www.appjetty.com\/blog\/plot-categorized-data-on-map-for-analyzing-entity-records\/\">manage the entity records from the map<\/a> of MappyField 365.<\/p>\n<p>So Context Menu will help you to perform an action based on the selected location on the map itself. So you will not require going to the specific configuration every time to perform such actions. Just right-clicking from the map, you can perform actions for specifically selected locations or with the plotted records and configure the default settings for the <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField 365<\/a>.<\/p>\n<p>Sometimes when you want to update the ongoing processes, you will be needing some quick action type options &#038; menus. The MappyField 365 provides quick actions to manage the activities of your team members and share quick updates as well. A context menu option is one of them.<\/p>\n<p>It is a pop-up menu that provides shortcuts to perform such actions from the MappyField 365 map itself. Whenever you right-click on the specific geography, a contextual menu will appear to perform quick actions on the map.<\/p>\n<p>In this blog, you will get an idea about how the context menu of the MappyField 365 map will help you to perform quick actions and manage the location-based activity on the map itself.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Select \u201cMappyField 365\u201d from the Dynamics 365 dashboard or app list from the header.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/MappyField-365-dashboard-01.png\" alt=\"MappyField 365 dashboard\"><\/p>\n<p>By clicking on the MappyField 365, you will navigate to the Map of the MappyFIeld 365.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/navigate-Map-of-MappyFIeld-365.png\" alt=\"navigate Map of MappyFIeld 365\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Quick_Action_options_from_the_Context_menu\"><\/span>Step 2: Quick Action options from the Context menu<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u2018Right-click\u2019 on the map of specific geolocation where you need to perform such action, it will open a \u201cContextual Menu\u201d with the following options:<\/p>\n<p>> Create New Record\t> Add to Route > Add to Locations > Set as POI Location > Set As Current Location.<\/p>\n<p>Set default settings by hovering on the \u2018Save Settings\u2019 option:<\/p>\n<p>> Default Location > Map zoom level > Origin > Destination.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Quick-Action-options.png\" alt=\"Quick Action options\"><\/p>\n<p>Now, let\u2019s understand  the options of the \u2018Context Menu\u2019 individually:<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_New_Record\"><\/span>Create New Record:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you found a lead or found a new client, you don\u2019t need to navigate to an individual entity to create a record for that.<\/p>\n<p>You can create a new record for any location from the map itself just by right-clicking on that specific geolocation. It will show the context menu, click on the Create New Record It will open a popup to add any entity record (for Account, Contact, or Lead).<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Create-New-Record.png\" alt=\"Create New Record\"><\/p>\n<p>Once an entity is selected, click on the Create button that will open the CRM form in a new tab for creating a record.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/New-Lead.png\" alt=\"New-Lead\"><\/p>\n<p>It will pre-configure the address for that record. Your selected location will be auto-filled in the entity details. Later on, you can save and edit &#038; update the details.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Add_To_Route\"><\/span>Add To Route:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It will add the selected location as a route in the map. This quick option of the context menu will help if you have already plotted records on the map and create a Route.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Add-To-Route-01.png\" alt=\"Add To Route-01\"><\/p>\n<p>By clicking on the Add To Route, the right-clicked location will be added in the Route. So now you can visit that location as per your Route.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Add-To-Route-02.png\" alt=\"Add To Route-02\"><\/p>\n<p>So from the context menu, it will easy to add the specific location into your routes to perform any sales\/service visits.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Add_to_Location\"><\/span>Add to Location<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It will save the selected location with the default \u2018zoom level\u2019 &#038; \u2018location name\u2019 for further use. So later on by clicking on that saved location, it will directly redirect you to that location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Add-to-Location-01.png\" alt=\"Add to Location-01\"><\/p>\n<p>Suppose, your organization is looking for a new office and you found that prime location, this quick option of the context menu will help you to add and save the location directly from the map itself.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Add-New-Location-02.png\" alt=\"Add New Location-02\"><\/p>\n<p>To view the saved location, click on the \u2018Locations\u2019 tab, here you will find the list of the saved location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Add-to-Location-03.png\" alt=\"Add to Location-03\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Set_As_POI_Location\"><\/span>Set As POI Location:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It will add your selected location as POI Location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Set-As-POI-Location.png\" alt=\"Set As POI Location\"><\/p>\n<p>If the sales reps plan to visit the client\u2019s place for sales\/service, they can search the POI based on the specific location\/area.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Set-As-POI-Location-02.png\" alt=\"Set As POI Location-02\"><\/p>\n<p>Based on the selection of the location, the sales reps will get the POI location nearest the selected location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Set-As-POI-Location-03.png\" alt=\"Set As POI Location-03\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Set_As_Current_Location\"><\/span>Set As Current Location:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can change the current location just by right-clicking on the specific location on the map itself.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Set-As-Current-Location-01.png\" alt=\"Set As Current Location-01\"><\/p>\n<p>By clicking on the Set As Current Location from the context menu, the selected location will be set as per the current location and the address will also change.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Set-As-Current-Location-02.png\" alt=\"Set As Current Location-02\"><\/p>\n<p>Based on the Current Location, you can perform many actions like proximity search, POI, etc.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Save_Settings\"><\/span>Save Settings<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can directly save some of your settings from the map. You will not require to navigate to the specific configuration to change the default settings of the Map. It is possible from the context menu.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Save-Settings-01.png\" alt=\"Save Settings-01\"><\/p>\n<p><b>Default Location<\/b>: It will set the selected location as a default location on the map.<\/p>\n<p><b>Map Zoom Level<\/b>: It will set the default zoom level of the map when the map is loaded.<\/p>\n<p><b>Origin<\/b>: It will set the default origin of the selected location.<\/p>\n<p><b>Destination<\/b>: It will set the default destination of the selected location.<\/p>\n<p>Hence, the sales managers (or admin users) will not require to navigate to the specific CRM menu to add the records every time as they would perform quick action using the context menu of the MappyField 365.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField 365<\/a> is a Dynamics CRM app that provides Dynamics CRM data visualization on the map. It helps CRM users to visualize the Dynamics CRM data by plotting the different entity records on the Map and managing the activities geographically.<\/p>\n<p>&nbsp;<br \/>\n<em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Being an area manager or sales manager of any reputed organization, you can manage and track some activities like sales, services, product dispatch, transportation, etc. You can easily track all the activities and manage the entity records from the map of MappyField 365. So Context Menu will help you to perform an action based on&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/perform-such-actions-from-the-context-menu-in-mappyfield-365\/\">Continue reading <span class=\"screen-reader-text\">Perform such actions from the Context menu in MappyField 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5697,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-5696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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