Mapsimise can be used to generate a route between multiple points on a map, these points can represent a record pin or a specified location.
Adding points from a map
A record pin can be added to a route from its context menu (if no route currently exists then one will be created). A location can be added to a route by either right clicking on the relevant map location and selecting Add to Route or (if a route already exists) by clicking the Add Leg option and searching for the location.
When a point is added to an existing route the shortest path between all existing points will be calculated.
As with a Polyline filter a route can be used to locate adjacent records within the given radius.
The Visit Time setting options can be accessed from the route’s menu. These options allow the user to specify an amount of time between the arrival at a location and the start of a meeting. The user is also able to select if the meeting should start straight away or be set to the nearest selected rounded minute increment.
The meeting times will be automatically allocated following the arrival times (with any selected buffer times applied).
A meeting can be changed by clicking the meeting time and will be automatically locked if manually set.
If the duration or start time of a meeting is amended the subsequent meetings will be rescheduled. If the meeting is locked and the arrival time occurs after the meetings start time, then a warning will be displayed. If the time that the user is supposed to be arriving (for that meeting) occurs after they should be leaving, then they will similarly be warned.
A direction list can also be downloaded from the Direction route tab.
Adding Points from the Grid
The records that are currently being displayed on a map, either as a result of a filter or straight from the data source, will be displayed in the grid and the first twenty-five records in the grid can be added to a route. If a user is trying to add more than the maximum allowed records, then a filter should be constructed to refine the record search.
The user’s current location will be requested and used as the starting point for the journey, after that the records will be added to the route in the order they were displayed in the grid.
Once the desired records have been added the Optimise route option will calculate the record order to produce the quickest path between all points.
The optimisation process will not affect a meetings locked state and all meetings are still able to be edited and rescheduled.
Adding schedule fields from records
If the data source used to populate the records for a route contains meeting data (start date, end date or duration) then these fields can be added to the record mappings and will be used when generating a route.
