This Article guides you through creating Search Nearby criteria. From the Settings Tab, on the Mobile Tab your Admin can set preconfigured searches for Sales Reps to use while in the field.
Scroll down to Preconfigured searches and click Add New Search Nearby
Here you can select the Object, Product Category, Type or Status and how recently you would like those records. In our example we're looking for Roofing and Siding Sales that were marked Final in the Last Year.
When finished, click Save at the top of the page. Next, you will need to go to Custom Settings and adjust the values on the record created in the background.
Navigate to Setup and go to Custom Settings
Locate the Mobile Nearby Search and click Manage
Then click Edit
In the Product Category field, be sure the Values for your specific Product Category selections are formatted exactly as shown. Each value should be enclosed in quotations (") and the values should be separated by a comma (,). For example: ["Roofing","Siding"]
Click Save when finished.
Accessing Search Nearby on i360 Go
From the Home screen scroll down and tap Search Nearby
Select the drop down arrow next to the Search results you'd like to see. In this example, I've selected Roofing and Siding Sales:
The search results display the closest locations at the top of the list.
If we select the drop down arrow next to a different Preconfigured Search, we will see those results populate on a map. In this example, I've selected Door Sales: