Map My Customers changelog mapmycustomers.me

Improvement

This week, we're introducing an improved home screen on mobile that will make it simple to manage your day from wherever you are. You'll be welcomed to the app with four distinct buttons:

• Open Routes: Tap to jump to your routes

• Find Leads: Tap to open the lead generation tool

• See Deals: Tap to see and track deal progress

• Add Activity: Tap to immediately log an activity

Plus, check out our improved Activity Feed that now displays upcoming activities in addition to recently completed ones. Simply swipe to the right on the home screen to see your upcoming activities.

Improvement

Our improved mobile routing experience is built to speed up your everyday workflow with cleaner routes, a better itinerary and an improved way of logging Notes and Activities from Routes.

You'll have an easier time than ever staying organized on the road. From one screen, you'll be able to manage your entire day:

Cleaner Routing Experience

With our new routing interface, you'll be able to simultaneously view both your mapped route and your step-by-step itinerary. To see details, simply swipe up from the bottom of your screen.

Better Control of Your Itinerary

See more details than ever with our improved step-by-step itinerary. Easily access each stop and duration — then, tap "Show / Hide All Stops" to show or hide the step-by-step details. From here, you can also delete or add stops with ease.

Easier Data Entry

Now, you can easily log Activities and Notes from Routes. Tap the arrowhead icon to log the Activity. Or, tap the Notes icon to immediately add a note connected to the Person or Company you are routing to.

New

You can also quickly create Activities in sequence on your computer. For now, you can only rapidly create duplicates on the web application.

To Rapid Create Activities on web:

1. Create a new Activity

2. Add necessary information to the Activity, like a Company or timestamp

3. At the top right, make sure "Create another" is checked

4. This saves the current Activity and creates a duplicate Activity ready to edit

New

We know it can be a manual, time-consuming process to catch up on logging Activities missed on the go.

With Rapid Create, we've built a convenient way to quickly add more than one Activity in a sitting. We've sped up this process in two ways:

• Save and Create New — After tapping "Save" — choose to create a brand new Activity records

• Save and Create Duplicate — After tapping "Save" — choose to create an identical Activity records, then make any necessary adjustments

To Rapid Create Activities on your phone:

1. Create a new Activity

2. Add necessary information to the Activity, like a Company or timestamp

3. Scroll to the bottom

4. Tap "Save & Create"

5. Choose create a new or duplicate Activity

Improvement

To help you better organize your team's Activity on Web, we've introduced a new way to filter and sort Activity.

To Access Activities List

1. Select "Plan" from the Navigation Bar
2. Select "Activities" from the dropdown menu

To filter Activities, use the drop-downs at the top of the list view:

Filter by Activity

• All Activities
• Incomplete Activities
• Completed Activities
• Public Activities
• Overdue Activities

Filter by User

• Unassigned
• All Users
• Select User(s)

Filter by Object

• Companies
• People
• Deals

To sort Activities, use the Sort symbol at the top right of the list:

Sort by

• Date Created: Oldest First
• Date Created: Newest First
• Date of Event: Oldest First
• Date of Event: Newest First

New

With Quick Actions, the Map My Customers mobile app will automatically log an activity record when a rep selects a quick action like:

• Email
• Call
• Route

This allows reps to keep up with their administrative work with almost no effort and ensures clean data practices for the entire team, helping you to burn through your call lists in no time.

To use Quick Actions:

• When you interact with records, you’ll see small icons to Call, Email or Route to an account
• Click the desired action
• MMC will give you an option to perform the action and simultaneously log an activity record, or you can opt-out
• The Call, Email or Route activity will be saved and associated with the company or person

New

Want to log a visit quickly with accurate information?

With Check-Ins, you will be able to create a new activity with auto-filled information in seconds — making it another way we help you to spend less time catching up on data entry.

To use Check-Ins:

• Tap "Check-In" from the mobile home screen
• The app will auto-generate an activity based on your location
• Tap to verify the assigned company is correct
• Once verified, you can immediately take notes or save the record for later.

New

With offline capabilities, even when cell service is spotty and wi-fi is unavailable, you can still create records. This means you'll be organized no matter where you are.

• Create up to 100 records on a single offline mode session
• Associate offline records with existing companies and people
• Once you're back online, your new records will automatically save to the cloud

Note: You must enable this feature via the Settings screen inside the app.

Improvement

Sorting Companies and People with Filters has never been easier.

On Companies and People list view, quickly apply filters on the same screen as the list itself.

Filtering allows you to stay organized and focus on certain companies based on:

• Any field such as Name, City or another custom field
• Radius (distance from your current location)
• Groups

To Filter by Field:

• Hover over the desired field located at the top of the table (e.g. Name, City, Postal Code) to reveal the Filter Symbol.
• Click the symbol to specify your desired constraints
• Click "Apply" to apply the filter

You can also filter by Radius and Group using the tool on the left-hand side of the screen.

This update to filtering is the first of many improvements we are making to filtering and viewing records in the web application.

New

We're also introducing a new view for Company Records so you can see more information in one place.

Please note, this new view is in preview mode only. Access by navigating to a Company Record and clicking "Try New Record View" in the top-right of your screen.

• In the center of your screen: Easily view recent activities and notes involving the selected companies. Plus, sort by time frame and activity type.
• On the left side: View important information like pin color, owner and location.
• On the right side: View associated people, deals, related companies, groups, routes and files.

This new company record layout provides better insight for you to understand the context of a company at a glance.

Try it out today!