{"id":6277,"date":"2021-07-27T18:41:29","date_gmt":"2021-07-27T13:11:29","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=6277"},"modified":"2024-12-13T14:27:48","modified_gmt":"2024-12-13T08:57:48","slug":"configure-the-tooltip-and-detailed-attributes-in-mappyfield-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/","title":{"rendered":"Configure the Tooltip and Detailed Attributes 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\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-1_Navigate_to_%E2%80%9CEntity_Mappings%E2%80%9D\" >Step-1: Navigate to \u201cEntity Mappings\u201d<\/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\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-2_Entity_To_Map\" >Step-2: Entity To Map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-2A_Click_on_the_%E2%80%98Tooltip_attributes_tab_to_set_up_tooltip_data\" >Step-2[A] Click on the \u2018Tooltip attributes\u2019 tab to set up tooltip data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-2B_Click_on_the_%E2%80%98Attributes_tab_to_set_up_for_slider_details\" >Step-2[B] Click on the \u2018Attributes\u2019 tab to set up for slider details<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-3_Plot_the_Entity_Records\" >Step-3: Plot the Entity Records<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-4_Visualize_Tooltip_and_Detail_attributes_on_the_map\" >Step-4: Visualize Tooltip and Detail attributes on the map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-4A_Tooltip_Attributes\" >Step-4[A]: Tooltip Attributes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/#Step-4B_Detail_Attributes\" >Step-4[B]: Detail Attributes<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>When a salesperson is on the field they need their software to support them and give them all the details quickly. That\u2019s why having a collection of information about each record right in the app is a great way to do it. These tooltips are set up to appear only when you look for them.<\/p>\n<p>The sales manager or DynamicsCRM user with administrator rights can configure the entity details in MappyField 365 to be displayed in the Entity Records (pushpin) details.<\/p>\n<p>Once the DynamicsCRM records are plotted on the map, your team member will get the record details as you have configured in \u2018Entity Mappings\u2019.<\/p>\n<p>MappyField 365 users will get the highlight of the records by hovering the mouse over the plotted record (pushpin) and by clicking on the record, you will get the details of the record in the detailed slider.<\/p>\n<p><strong>Tooltip<\/strong> shows quick information about the record when hovering the mouse cursor over the pushpin and <strong>Detail attributes<\/strong> appear in the detailed slider by clicking on the specific record.<\/p>\n<p>Follow the below steps to configure the tooltip and detail attributes:<\/p>\n<p>&#8211; Navigate to Entity Mappings<br \/>\n&#8211; Configure the details of the tooltip attributes and detail attributes<br \/>\n&#8211; Plot the entity records on the map<br \/>\n&#8211; Get the tooltip (popup) by moving the cursor on the pushpin<br \/>\n&#8211; Get the details of the records by clicking on the pushpin<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-1_Navigate_to_%E2%80%9CEntity_Mappings%E2%80%9D\"><\/span>Step-1: Navigate to \u201cEntity Mappings\u201d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Go to <strong>Entity Mappings<\/strong> to configure and setup the entity to be displayed on the map. Here the \u2018Account\u2019 entity is selected.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/unnamed-1.png\" alt=\"Entity Mappings\"><\/p>\n<p>By clicking on the entity, you will navigate to the entity detail page. Here from the header, you will get different action buttons.<\/p>\n<p>By clicking on the <strong>Edit<\/strong> button it will open the new tab which contains the entity map configuration for the selected entity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/02.edit_.png\" alt=\"\" ><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-2_Entity_To_Map\"><\/span>Step-2: Entity To Map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>From here you can configure the \u2018Tooltip attributes\u2019 and \u2018Detail attributes\u2019 for the slider.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4516\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap.png\" alt=\"\" width=\"1078\" height=\"726\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap.png 1078w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap-1022x688.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap-768x517.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap-300x202.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/03.Entitytomap-1024x690.png 1024w\" sizes=\"auto, (max-width: 1078px) 100vw, 1078px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-2A_Click_on_the_%E2%80%98Tooltip_attributes_tab_to_set_up_tooltip_data\"><\/span>Step-2[A] Click on the \u2018Tooltip attributes\u2019 tab to set up tooltip data<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Navigate to the \u2018Tooltip Attributes\u2019 tab. You can select up to 10 tooltip attributes to display in the tooltip while the mouse cursor moves over the record (any specific pushpin). You can also set up the \u2018Display Name\u2019 of the selected attributes that will display on the tooltip.<\/p>\n<p>Select the <strong>Attributes<\/strong> and edit the <strong>Display Name<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4518\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip.png\" alt=\"\" width=\"1040\" height=\"335\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip.png 1040w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip-1022x329.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip-768x247.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip-300x97.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/04.Tooltip-1024x330.png 1024w\" sizes=\"auto, (max-width: 1040px) 100vw, 1040px\" \/><\/p>\n<p>Click on the Add button to <strong>add<\/strong> the attribute to the list. You can remove, by clicking on the remove <strong>x<\/strong> icon from the Action column.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4520\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected.png\" alt=\"\" width=\"1130\" height=\"361\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected.png 1130w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected-1022x326.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected-768x245.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected-300x96.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/05.ToopltipSelected-1024x327.png 1024w\" sizes=\"auto, (max-width: 1130px) 100vw, 1130px\" \/><\/p>\n<p>Once you configure the \u2018Tooltip Attributes\u2019, click on the <strong>Update<\/strong> button of the Entity To Map.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-2B_Click_on_the_%E2%80%98Attributes_tab_to_set_up_for_slider_details\"><\/span>Step-2[B] Click on the \u2018Attributes\u2019 tab to set up for slider details<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Navigate to the \u2018Attributes tab\u2019. Here you can select up to 10 Detail attributes to display while clicking on the record (any specific pushpin).<\/p>\n<p>Select the <strong>Detail Attributes<\/strong> from the dropdown list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4521\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/06.DetailAtrribute.png\" alt=\"\" width=\"741\" height=\"359\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/06.DetailAtrribute.png 741w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/06.DetailAtrribute-300x145.png 300w\" sizes=\"auto, (max-width: 741px) 100vw, 741px\" \/><\/p>\n<p><strong>Category Attributes<\/strong> are the ones that appear in the dropdown for the \u2018category\u2019 selection. You can select as many attributes as you want for category selection.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4522\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/07.DetailAttribute.png\" alt=\"\" width=\"689\" height=\"249\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/07.DetailAttribute.png 689w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/07.DetailAttribute-300x108.png 300w\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" \/><\/p>\n<p>Once you configure the \u2018Detail Attributes\u2019, click on the <strong>Update<\/strong> button of the Entity To Map.<\/p>\n<p>Similarly, you can configure the \u2018Tooltip Attribute\u2019 and \u2018Detail Attribute\u2019 for another entity.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-3_Plot_the_Entity_Records\"><\/span>Step-3: Plot the Entity Records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Navigate to the <strong>Map<\/strong> section. From the \u2018Plot\u2019 tab, select the \u2018Entity\u2019 and its \u2018View\u2019 to plot the records on the map.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4523\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords.png\" alt=\"\" width=\"1216\" height=\"750\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords.png 1216w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords-1022x630.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords-768x474.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords-300x185.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/08.PlotRecords-1024x632.png 1024w\" sizes=\"auto, (max-width: 1216px) 100vw, 1216px\" \/><\/p>\n<p>By clicking on the <strong>Search<\/strong> button, the entity records will be plotted on the map.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4524\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted.png\" alt=\"\" width=\"1222\" height=\"703\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted.png 1222w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted-1022x588.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted-768x442.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted-300x173.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/11.Plotted-1024x589.png 1024w\" sizes=\"auto, (max-width: 1222px) 100vw, 1222px\" \/><\/p>\n<p>All the pushpins are the records of the entity.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-4_Visualize_Tooltip_and_Detail_attributes_on_the_map\"><\/span>Step-4: Visualize Tooltip and Detail attributes on the map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Visualize the <strong>Tooltip<\/strong> and <strong>Details attributes<\/strong> on the map.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-4A_Tooltip_Attributes\"><\/span>Step-4[A]: Tooltip Attributes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once the entity records are plotted on the map. you will get the \u2018tooltip\u2019 by hovering on any pushpin. You can see the information in the tooltip as per the \u2018Entity Mapping \u2192 Tooltip Attributes\u2019 configuration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4525\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip.png\" alt=\"\" width=\"1177\" height=\"708\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip.png 1177w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip-1022x615.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip-768x462.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip-300x180.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/09.Tolltip-1024x616.png 1024w\" sizes=\"auto, (max-width: 1177px) 100vw, 1177px\" \/><\/p>\n<p>By moving the mouse cursor on the pushpin, you will get just a highlight of the records as a tooltip.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-4B_Detail_Attributes\"><\/span>Step-4[B]: Detail Attributes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on any pushpin, the detailed slider will appear from the right side where you will get details related to that record as per the \u2018Entity Mapping \u2192 Attributes\u2019 configuration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4526\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri.png\" alt=\"\" width=\"1382\" height=\"707\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri.png 1382w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri-1022x523.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri-768x393.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri-300x153.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/12\/10.DetailAttri-1024x524.png 1024w\" sizes=\"auto, (max-width: 1382px) 100vw, 1382px\" \/><\/p>\n<p>From the detailed slider, you can perform different actions for the selected record.<\/p>\n<p>Being a sales manager with DynamcisCRM administrator rights, you can configure the Tooltip and Detail Attributes for any entity from the Entity Mappings and as per the configuration, you and your team will get information in the tooltip and the detailed slider.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics CRM Mapping tool<\/a> helps to plot your CRM data on the map and manage your sales activities.<\/p>\n<p>To take a closer look at how useful the tooltips are on the map, feel free to reach out to us at <a href=\"mailto:sales@appjetty.com\">sales@appjetty.com<\/a> or you can also tweet at us at <a href=\"https:\/\/twitter.com\/appjetty\" target=\"blank\" rel=\"noopener noreferrer\">@appjetty<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>When a salesperson is on the field they need their software to support them and give them all the details quickly. That\u2019s why having a collection of information about each record right in the app is a great way to do it. These tooltips are set up to appear only when you look for them.&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/configure-the-tooltip-and-detailed-attributes-in-mappyfield-365\/\">Continue reading <span class=\"screen-reader-text\">Configure the Tooltip and Detailed Attributes in MappyField 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":6280,"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-6277","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 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configure the Tooltip and Detailed Attributes in MappyField 365 - AppJetty<\/title>\n<meta name=\"description\" content=\"When a salesperson is on the field they need their software to support them and give them all the details quickly. 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