Geolocation fields allow geographic client location information to be recorded and displayed in any screen type in a client record. When a screen contains a geolocation field, the field display name will be accompanied by an Add Location button (figure 1).
figure 1
Click the Add Location button. A pop-up will display, allowing you to enter the client location data, either manually (figure 2) or using geolocation data based on the device location.
figure 2
To enter the client location using the device location, click Track the Current Location (figure 3).
figure 3
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Note:
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When using this feature for the first time, you will be prompted to allow location access from your browser.
Manual location data can be added either by typing in an exact address, cross-street, or landmark. Alternately, the client location can be identified using the move and zoom map features, and dropping a "pin" on the map by clicking the location (figure 4).
figure 4
Once you have entered the client location, click the Add button (figure 5).
figure 5
The client location will display in the screen and can be edited or deleted, by clicking the edit or delete icon. Clicking the pin will display the location information (figure 6).
figure 6