improveit 360 has made significant enhancements to the Proximity Search or Search Nearby feature available from the Prospect page and Appointment page.
Below are screen shots of the new feature.
Note: Search results with no Latitude and Longitude values will not be retrieved or displayed on the Map.
Troubleshooting
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.
The Product Categories in the Proximity Search do not match what we sell
You may need to adjust the Picklist values on the Appointment, Sale or Project objects to match your Product Categories.
Navigate to Setup
Go to the Create > Objects menu
Choose the Appointment object
In the Custom Fields and Relationships menu, locate the Product Category field (the API name will be i360__Components_1__c). Click on the Field Name.
First, look at the Inactive Values list as there will likely be Values here that you want to use. Click Activate next to the value to make it Active.
If there is a Value you no longer wish to use, the best practice is to DEACTIVATE the active value, so it appears in your Inactive Values list, rather than deleting it entirely.
Use the Activate and Deactivate links to change the Values available in the picklist. You can also use the New button to add completely new Values.
Click Reorder to change the order the values will appear to users when using the Proximity Search feature.
Next, you'll need to do the same on the Sale object.
Go to the Create > Objects menu
Choose the Sale object
In the Custom Fields and Relationships menu, locate the Product Categories field (the API name will be i360__Components__c). Click on the Field Name.
First, look at the Inactive Values list as there will likely be Values here that you want to use. Click Activate next to the value to make it Active.
If there is a Value you no longer wish to use, the best practice is to DEACTIVATE the active value, so it appears in your Inactive Values list, rather than deleting it entirely.
Use the Activate and Deactivate links to change the Values available in the picklist. You can also use the New button to add completely new Values.
Click Reorder to change the order the values will appear to users when using the Proximity Search feature.
Lastly, you'll need to do the same on the Project object.
Go to the Create > Objects menu
Choose the Project object
In the Custom Fields and Relationships menu, locate the Product Category field (the API name will be i360__Job_Type__c). Click on the Field Name.
First, look at the Inactive Values list as there will likely be Values here that you want to use. Click Activate next to the value to make it Active.
If there is a Value you no longer wish to use, the best practice is to DEACTIVATE the active value, so it appears in your Inactive Values list, rather than deleting it entirely.
Use the Activate and Deactivate links to change the Values available in the picklist. You can also use the New button to add completely new Values.
Click Reorder to change the order the values will appear to users when using the Proximity Search feature.
NOTE: The Values in these three picklist fields need to match across all three objects.