This Article covers the Professional Package Release Notes (v35.15) and highlights each feature enhancement (and/or) bug fix in the latest package version.
Proximity Search Map (Search Results)
Proximity Search Map will now show all records that match the criteria for a nearby Sale, Appointment, Marketing Opportunity & Project Activity.
The issue was identified because of the limited number of records (100) retrieved from the backend.
There is no longer a limit on the number of records displayed.
The image below displays 1021 search results.
Proximity Search Map results - Create a Report
Users will now have the ability to generate a report from the results returned from the Proximity Map.
Added "Go to Report" button in the Proximity Search results.
Click on the button to open a new browser tab with search results in a Report.
Similarly, "Go to Report" for Appointments.
The Appointments Report opens in a new browser tab.
There is a Managed Reports Folder called "Proximity Search Results" with specific reports for all the Proximity search results.
Note: These reports should not be modified, which breaks the working functionality of "Go to Report"
Proximity Search Map - Result Pointer
The Proximity Search Map no longer automatically drops to a random spot for the Result pointers. Instead, it will center the map relative to all the results displayed.
The image below displays the Result Pointers in the center of the Map by default.
Displaying 1856 search results and Result Pointer.
Proximity Search Map - Sale Results
After making enhancements to 'Sale Status', Proximity Search now honors Filter for Status and all applicable Sale records should now be displaying on the map.
Below are the screenshots displaying search results correctly.
Proximity Search Map - Distance Calculation
Search results with no Latitude and Longitude values are no longer retrieved by the Map.
The data table for search results will not have any blank values either.
This resolves the issue with the Map displaying records that were not within the search radius.
Note: If you see this message: To use Find Nearby Sales, you must have the Geocoding feature activated for your company. Your System Administrator will need to turn on Geocoding for your system.
To turn on real-time Geocoding
☐ Log in to the user’s system, Click on the Admin Username and Choose ‘Developer Console’
☐ From the Debug menu choose “Open Execute Anonymous Window”
☐ Run the following code from the debug window: i360.GlobalGeocode.EnableRealtimeGeocoding('circle360');
☐ An email is automatically sent to ApexDevSupport logging the change.
If Users do not have access to the Attachment Manager Visualforce Page on their User Profile AND the Attachment Manager Utilities Apex Class Access, the User may be restricted from searching relative to a specific Prospect or Appointment. When the page loads, it will not show a person or appointment. Instead it will appear the system is searching everyone in the system, regardless of their proximity to the current Prospect/Appointment.
To resolve this issue, give the User's Profile access to the Visualforce Page and the Apex Classes for Attachment Manager.
Navigate to the User Profile and hover over Enabled Apex Class Access, click Edit
Locate the i360.AttachmentManagerUtilities Apex Class and Add it to the Enabled Apex Classes for this Profile, then Save.