Sunday, June 29, 2008

Use MapPoint to locate accounts and customers

ADAPTcrm integrates into Microsoft MapPoint 2006 North American Edition as follows:

1. in accounts or contacts list, tag any number of accounts or contacts

2. click on Actions menu and select Map

3. all tagged accounts or contacts will be displayed on a US Map, along with the matching records listed in the left hand side legend

4. rest the cursor on any mapped point to display a popup with the account or contact information.

5. double-click any mapped point to see all available information about the account or contact

6. you can save the display for later reference or to email to soneone else

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