Contextual Menu

‘Right click’ on to map to open Context Menu.


It provides options as below:


> Create New Record         > Show Detail     > Add Task          > Add Appointment        > Add to Route

Add to Locations               > Set as POI Location                       > Set As Current Location.


You (or logged in CRMusers) can also set default settings by hovering on Save Settings option:


> Default Location                > Map zoom level            > Origin                > Destination.


These settings directly get saved under MappyField 365 Configuration record for logged in user.


By selecting Create New Record Option, open a dialog box to select record type.