Account filtering according to the location

Acc_Filtering_FeaturedIm

There are cases when you may want to filter the accounts or contacts according to their proximity to your current position or certain location. Instead of going through multiple filters we offer you much easier solution.

Let’s try it with the Accounts. First you need to open them.

Acc_filtering_1

Then you need to tap on the map/location icon.

Acc_Filtering_2

A map of your current location is opened. The pins represent the nearby accounts.

Acc_Filtering_3

Let’s try to filter the accounts for this location (The process shall be the same for any chosen location). Here we have our desired location with all nearby accounts displayed.

Acc_Filtering_4

To get a filtered list containing them, you just need to tap on the Filter button.

Acc_Filtering_5

A list containing only those accounts is automatically generated for you.

Acc_Filtering_6

No need for difficult and multiple filtering.

Follow our blog for more tips like this one and you’ll be able to make your experience with Resco Mobile CRM even simpler and easier to work with.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s