Configure the Tooltip and Detailed Attributes in MappyField 365

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Configure the Tooltip and Detailed Attributes in
MappyField 365
When a salesperson is on the field they need
their software to support them and give them all
the details quickly. Thats 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. 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. Once
the DynamicsCRM records are plotted on the map,
your team member will get the record details as
you have configured in Entity Mappings.
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. Tooltip shows quick
information about the record when hovering the
mouse cursor over the pushpin and Detail
attributes appear in the detailed slider by
clicking on the specific record.
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• Follow the below steps to configure the tooltip
  and detail attributes
• Navigate to Entity Mappings
• Configure the details of the tooltip attributes
  and detail attributes
• Plot the entity records on the map
• Get the tooltip (popup) by moving the cursor on
  the pushpin
• Get the details of the records by clicking on the
  pushpin
• Step-1 Navigate to Entity Mappings
• Go to Entity Mappings to configure and setup the
  entity to be displayed on the map. Here the
  Account entity is selected.

By clicking on the entity, you will navigate to
the entity detail page. Here from the header, you
will get different action buttons. By clicking
on the Edit button it will open the new tab which
contains the entity map configuration for the
selected entity.
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Step-2 Entity To Map From here you can configure
the Tooltip attributes and Detail attributes
for the slider.
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Step-2A Click on the Tooltip attributes tab
to set up tooltip data Navigate to the Tooltip
Attributes 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 Display Name
of the selected attributes that will display on
the tooltip. Select the Attributes and edit the
Display Name.
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Click on the Add button to add the attribute to
the list. You can remove, by clicking on the
remove x icon from the Action column.
Once you configure the Tooltip Attributes,
click on the Update button of the Entity To
Map. Step-2B Click on the Attributes tab to
set up for slider details Navigate to the
Attributes tab. Here you can select up to 10
Detail attributes to display while clicking on
the record (any specific pushpin). Select the
Detail Attributes from the dropdown list.
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Category Attributes are the ones that appear in
the dropdown for the category selection. You
can select as many attributes as you want for
category selection.
Once you configure the Detail Attributes, click
on the Update button of the Entity To
Map. Similarly, you can configure the Tooltip
Attribute and Detail Attribute for another
entity.
Step-3 Plot the Entity Records
Navigate to the Map section. From the Plot tab,
select the Entity and its View to plot the
records on the map.
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By clicking on the Search button, the entity
records will be plotted on the map.
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All the pushpins are the records of the
entity. Step-4 Visualize Tooltip and Detail
attributes on the map Visualize the Tooltip and
Details attributes on the map. Step-4A
Tooltip Attributes Once the entity records are
plotted on the map. you will get the tooltip by
hovering on any pushpin. You can see the
information in the tooltip as per the Entity
Mapping ? Tooltip Attributes configuration.
By moving the mouse cursor on the pushpin, you
will get just a highlight of the records as a
tooltip. Step-4B Detail Attributes 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 Entity
Mapping ? Attributes configuration.
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From the detailed slider, you can perform
different actions for the selected record. 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. Dynamics CRM Mapping tool
helps to plot your CRM data on the map and manage
your sales activities. To take a closer look at
how useful the tooltips are on the map, feel free
to reach out to us at sales_at_appjetty.com or you
can also tweet at us at _at_appjetty. Sourcehttps/
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etailed-attributes-in-mappyfield - 365/