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Glossary of Terms

Glossary of Terms

Actions

Actions – Refers to any of the action buttons (single or mass actions) that can be performed against a record. (ie. Add to Route, Clear Coordinates, New Task)

Add to Campaign – Refers to the action button for Lead and Contact records that allows a user to add a record to a campaign. Can be used individually or as a mass action.

Add to Route – Refers to the action button that allows a user to add a record, point of interest or favorite location to a route as a waypoint.

Center Map Here – Refers to the map option that centers the view of the map to the point which was clicked by the user.

Change Owner – Refers to the action button that allows a user to change ownership of a record from one user to another individually or dynamically using mass actions.

Chatter Post – Refers to the action button that allows a user to make a Chatter post on a record. This can be done on a single record or as a mass action.

Check In – Refers to the action button that allows a user to check in (create an open task/event) at a location.

Check Out – Refers to the action button that allows a user to check out (close the open task/event) at a location.

Clear Coordinates – Refers to the action button that allows a user to remove the geocode coordinates from a record. This can be done individually or in mass.

Cluster Options – Refers to a set of actions that are revealed by right clicking on a cluster to target only the records beneath it.

Create a Marker Layer – Refers to an option in the sidebar that allows a user to create and visualize new reports.

Create Folder – Refers to an option in the sidebar that allows a user to organize their saved marker layers, shaper layers, and favorite locations. Right clicking on a folder in the Folders tab will expose this option.

Create Favorite – Refers to an option in the sidebar that allows a user to store any favorite locations on the map. These are not Salesforce.com records. Favorite locations can be used as default start and end waypoints for a route.

Create a Shape Layer – Refers to an option in the sidebar that allows a user to create a boundary made up of geographic boundaries to display on the map.

Copy To… – Refers to an option in the sidebar that allows a user to copy any folder, marker layer, shape layer, or favorite location from one folder to another. Right click on the folder, marker layer, shape layer, or favorite location to reveal this option.

Edit – Refers to an option in the sidebar that allows a user to edit any saved layer by right clicking and selecting edit.

Edit Permissions – Refers to an option in the sidebar for Corporate folders that allows a MapAnything admin user to set folder specific permissions to allow or deny other users from accessing or modifying information. Right click on any Corporate sub-folder to reveal this option. Not all users will see this option dependent upon configuration.

Follow – Refers to the action button that allows a user to follow a record in Chatter. This can be done individually or in mass.

Log a Call -Refers to the action button that allows a user to log a call as an activity against a record.

Map Options –  Refers to a set of actions that are revealed by right clicking on the map that are applied to the entire data set plotted at that time.

Marker Options –  Refers to a set of actions that are revealed by right clicking on an individual marker.

Mass Actions – Refers to a set of action buttons available for use in cluster, map, and shape options. Mass Actions are revealed by right clicking on the map, a cluster, or a shape.

New Event – Refers to the action button that allows a user to create a new event on a record. This can be done individually or in mass.

New Task – Refers to the action button that allows a user to create a new task on a record. This can be done individually or in mass.

Plot – Refers to a sidebar action performed by either left clicking the saved layer or right clicking the saved layer and selecting a Plot.

Plot All – Refers to a sidebar action performed by right clicking on a folder and plotting all contents under that folder.

Plot Visible Area – Refers to a sidebar action performed by right clicking on a folder and selecting to only plot information that falls within the bounds of the visible area of the screen.

Remove Layer – Refers to the option

Remove Marker – Refers to the action button that allows a user to remove a marker from the map. This can be done individually or in mass.

Rename… – Refers to a sidebar option performed by right clicking on a folder and selecting to rename the folder.

Send Email – Refers to the action button that allows a user to send an email via Salesforce.

Set Proximity Center – Refers to the action button that allows a user to set a proximity circle around the selected marker.

Set Verified Location – Refers to the action button that allows a user to

Take Me There Button – Refers to the action button that allows a user to get directions to a favorite location, point of interest, or manually entered waypoint. This is a mobile only feature.

Shape Options – Refers to a set of actions revealed by right clicking inside of any shape on the map.

Take Me There Icon – Refers to an icon found on the tooltip of a marker layer record or route waypoint that allows a user to get directions to the selected location. This is a mobile only feature.

Unfollow – Refers to the action button that allows a user to unfollow a record in Chatter. This can be done individually or in mass.

Update Field – Refers to the action button that allows a user to update a selected field on a record. This can be done individually or in mass.

 

Favorite Locations

Favorite Location – Refers to a saved layer that is not a Salesforce.com record but is a frequently visited location such as a home or office. These can be used as default start and end waypoints for routes.

Name – Refers to the name of favorite location layer.

Address – Refers to the address of the favorite location.

Description – Refers to an optional description field of the favorite location/

Favorite Location Marker – Refers to the unique marker for a favorite location.

Layers

Add Boundary Button – Refers to the button labeled “Add Boundary” on the layers tab. This button allows users to add proximity circles, geographic boundaries, and KML files.

Bad Addresses – Refers to the list of addresses that were unable to be geocoded due to bad address information. View the list of bad addresses by clicking on the blue link in the layers tab.

Chatter – Refers to the tab in the tooltip window which allows a user to access Chatter from the map.

Cluster – Refers to a marker mode for plotted marker layers and is the default marker mode when a marker layer returns more than 500 records. Color and size varies based on the number of records beneath the cluster.

Cluster Aggregates – Refers to the tooltip displayed when a user clicks on a cluster. Aggregates include total number of markers, breakdown of marker legend, SUM or AVG of any number or currency field in the tooltip as well as a list of records underneath the selected cluster.

Draw Polygon – Refers to a layer that can be drawn on the map using one of the drawing tools.

Edit Marker Layers – Refers to an individual layer option found by hovering over the marker mode selector and choosing the marker layer options menu.

Edit Shape – Refers to a shape option that allows a user to drag and drop the boundaries of an existing shape to re-size it.

Heatmap – Refers to a marker mode that displays a heat map based on the record density of an area.

Info – Refers to the first tooltip tab where tooltip information is displayed.

Isolate Markers – Refers to a shape layer option denoted by a checkbox on the shape layer in the layers tab. Checking the box removes markers from outside the boundary.

Marker – Refers to a marker mode that displays an individual marker and is the default marker mode for marker layers returning less than 500 records. If two markers are in close proximity or stacked on top of each other, they will spiderfy when clicked to make all markers visible.

Marker Legend – Refers to the legend found on the plotted marker layer  the corresponds to the colors of the markers.

Marker Modes – Refers to the four marker modes available. Marker, Heatmap, Cluster, and Scatter. Change marker modes on the plotted marker layer.

Marker Layer – Refers to the marker layer seen in the sidebar under the layers tab. A marker layer is created by using the Marker Layer Builder.

Marker Layer Options – Refers to the options available in marker layers such as Marker Modes, Edit Marker Layer, Refresh Marker Layer and Zoom to Marker Layer.

Record Density – Refers to the index that the heat map marker mode uses to determine heat ranges.

Refresh Marker Layer – Refers to the marker layer option that refreshes the marker layer.

Related Lists – Refers to a tab in the tooltip window of a marker that can display related list information about the record in the Marker Layer. This tab is only visible if related lists are built in the marker layer.

Scatter – Refers to a marker mode that displays marker layer’s records as dots on the map. There is no clustering or spiderfying of markers when selected.

Shape Layer – Refers to the shape layer seen on the layers tab that displays the number and type of geographic boundaries that make up that layer. A shape layer is created by using the shape layer builder.

Shape Layer Options – Refers to the isolate markers checkbox on the shape layer.

Spiderfy – Refers to the action taken when a user click on a marker that is stacked on top of another to make both visible.

Tooltip – Refers to the window that is displayed when a marker is selected which contains several tabs of information.

View Markers in Cluster – Refers to the second tab in the cluster aggregates tooltip. Viewing markers in clusters are limited to 100 records and can be seen by clicking on the tab labeled “< marker layer name> – Records”.

Weather – Refers to the last tab in the tooltip window where a user can see weather information about that specific location.

Zoom to Markers – Refers to the cluster aggregates tooltip option that zooms the user to a view of the markers beneath the selected cluster.

Zoom to Marker Layer – Refers to the marker layer layer option that zooms to fit the selected marker layer to the screen.

 

Navigation

Circle – Refers to the circle drawing tool found underneath the zoom control tools.

Clear Map – Refers to the “X” located in the bottom right hand corner of the layers tab. This button will remove all saved layers from the map

Content – Refers to a piece of content such as an article or video found in the MapAnything Support widget.

Corporate Folder – Refers to the last folder in the folder menu. This is where marker layers, favorite locations, and shape layers are shared amongst an organization.

Drawing Tools – Refers to the set of tools found below the zoom controls on the right hand side of the map.

Folders Tab – Refers to the first tab in the sidebar. The folders tab contains a user’s marker layers, favorite locations, and shape layers.

Knowledge Base – Refers to a link to the MapAnything knowledge base found in the MapAnything Support widget.

Layers Tab – Refers to the second tab in the sidebar. When marker layers, shape layers, and boundaries are on the map, they are visible here.

Geocode – Refers to the pair of latitude and longitude coordinates stored on each record that is displayed on the map.

Map – Refers to the map tiles that are displayed to the user when using MapAnything on a desktop, laptop, or mobile device.

MapAnything Support – Refers to the Orange/White widget found at the bottom right hand corner of the map.

Named Folder – Refers to the first folder in the folder tab menu. This is a user’s personal folder to create marker layers, favorite locations, and shape layers.

Point of Interest Tab – Refers to the fourth tab in the sidebar where point of interest information is displayed.

Polygon – Refers to the polygon drawing tool which allows users to draw custom shapes on the map.

Routes Tab – Refers to the third tab in the sidebar. This tab is where users can view their existing routes as well as create new ones. There are two sub-sections to this tab

Search Bar – Refers to the search bar in the upper right hand corner of the map. Use the search bar to search for points of interest or markers on the map.

Sidebar – Refers to the UI component on the left hand side of the map. The sidebar is made up of four tab; Folders, Layers, Routes, Points of Interest.

User Folders – Refers to the second (sometimes hidden) folder in the folder menu. This folder mirrors the organizations role hierarchy and can be searched to assign marker layers to users.

Square – Refers to the square drawing tool  found under the zoom controls.

Streetview – Refers to the streetview icon found at the top of the zoom controls. Drag and drop the man on the map to access streetview.

Toolbar – Refers to the UI component along the top of the map. The toolbar contains several feature/functionality options.

Walkthrough – Refers to step by step on-screen tutorials for MapAnything found in the MapAnything Support widget.

Zoom Controls – Refers to the pan and zoom tools found on the right hand side of the map.

 

Points of Interest

Clear Results – Refers to the button at the bottom of the points of interest tab to clear the POI data from the map.

POI Results – Refers to the search results listed in the points of interest tab.

POI Tooltip – Refers to the tooltip window that is displayed when a POI is selected from the list or map.

 

Marker Layer Builder

Add Column – Refers to the related list settings of the marker layer builder where a user can add up to five fields to display.

Add Cross Object Filter – Refers to the button that is used to add a cross object filter.

Add Filter – Refers to the button that is used to add a filter to the marker layer builder.

Advanced Filter – Refers to the fifth filter option where radius searches and limits can be applied.

Advanced Settings – Refers to the advanced settings tab in the marker layer builder where options like marker layer caching, marker layer refresh, aggregates, etc…

Aggregate Options – Refers to the advanced marker layer setting to aggregate based on sum or average.

All Accounts – Refers to the filter by owner option to show All records.

Ascending – Refers to the Order By filter selection to return records in an ascending fashion.

Assignment Field – Refers to the marker settings for Dynamic Field assignment type where the user can select a field from the object being marker layered to color code markers based on a specific value.

Assignment Type – Refers to the marker settings option for coloring markers. Types include static, dynamic field, dynamic order, and dynamic label.

Base Object List – Refers to the list of base objects that marker layers can be built upon. To see this list, right click on a folder in the sidebar and expand the list for the Create Saved Marker Layer option.

Cache Options – Refers to an advanced marker layer setting that caches the records that fall in that report allowing a user to marker layer into a marker layer.

Cross Object Filter – Refers to a filter type where a user can create a marker layer on one object and then filter across to another object. Up to two cross object filters can be added.

Criteria – Values to include/exclude as results based on the filter.

Current User ID – Refers to the filter by owner option that allows a user to build a marker layer that uses the logged in user ID and matches it against the owner ID of records and returns only those to the user who plotted the marker layer.

Default Render Mode Settings – Refers to the marker render mode of a marker layer that is determined by the user in the marker layer builder. Render modes include marker, heatmap, cluster, and scatter.

Descending – Refers to the Order By filter selection to return records in a descending fashion.

Direct Report – Refers to a filter by owner option that allows a user to create a marker layer that returns their records as well as those who report directly to them based on the manager field from the user record.

Dynamically Assign – Refers to a marker color assignment tool that dynamically assigning colors to the marker legend buckets.

Dynamic Field – Refers to the dynamic marker assignment type that allows a user to select a field to assign marker colors against.

Dynamic Label – Refers to the dynamic marker assignment type that uses the field in the tooltip 1 position to display markers on the map.

Dynamic Order By – Refers to the dynamic marker assignment type that uses the Order By field filter to display markers on the map.

Dynamic User Filter – Refers to the dynamic user ID marker layer where a user can build a marker layer to work dynamically based on the logged in user.

Enable Proximity – Refers to a proximity marker layer setting that enables the proximity circles to be plotted with the marker layer.

Field – First part of a filter, select the field to filter with.

Field Filter – Refers to a standard filter in a marker layer.

Filter by Activity – Refers to the filter type where a user can determine to filter records based on open activities and activity history.

Filter by Owner – Refers to the filter type where a user can determine to see All or My records.

Filter Logic – Refers to the marker layer logic that determines how filter criteria must be met in order to return a record.

Hide Markers – Refers to a proximity marker layer setting that hides the marker inside the proximity circle.

Images – Refers to the marker icons available as custom images.

Lookup Filter – Refers to a field filter or cross object filter allowing a user to lookup to a related object  in order to do more advanced filtering.

My Accounts – Refers to the filter by owner option allowing a user to run a marker layer that uses ownership as a filter and matches the logged in user ID to the owner ID of the records returned in the query.

Operator – Select the operator to perform. Ie. Equals, Not Equal to, Contains, Starts With.

Order By Filter – Refers to the advanced marker layer filter allowing users to order a marker layer based on a specified field in ascending or descending fashion.

Proximity Settings – Refers to the proximity marker layer settings where a user can choose to enable proximity and set the radius.

Marker Layer – Refers to the reports created by users to visualize data in MapAnything. Multiple marker layer can be made and shared amongst an organization.

Layer Into a Layer – Refers to an advanced marker layer technique allowing users to create a subset of data and then marker layer into that subset. This requires marker layer caching.

Layer Name – Refers to the name of the layer.

Radius – Refers to the proximity marker layer setting for the radius of the proximity circles.

Record Return Limit – Refers to an advanced marker layer filter allowing a user to set a limit to the number of records that are returned in a marker layer.

Record Return Radius – Refers to an advanced marker layer filter allowing a user to search for records within a given radius of a specified address.

Refresh Options – Refers to an advanced marker layer setting that allows a user to set a marker layer to refresh at an interval.

Related Lists Settings – Refers to the related list tab in the Marker Layer Builder where a user can choose related information to display in the tooltip window.

Shapes – Refers to a marker assignment type that allows a user to select different shapes of markers including square, circle, and triangle.

Subordinate – Refers to the filter by owner option that allows a user to display their records as well as their subordinates records in a marker layer. This filter requires the manager field to be filled in on the user record.

Static – Refers to a marker color assignment that is the one color across the board.

Tooltip 1 – Refers to the field seen above the address in the tooltip window, typically the record name or number.

Tooltip 2-8 – Refers to the tooltips which display underneath the info tab in the tooltip window.

Tooltips Settings – Refers to the default tooltip tab setting to view when a marker is clicked.

Value – Refers to the criteria value a filter must meet to in order to be included/excluded in a marker layer.

With or Without – Refers to the filter by activity options for tasks and events. Options include With, Without, or With or Without.

 

Routes

Add Manual Waypoint – Refers to the route planner option to add a manually entered address as a waypoint.

Calendar Icon – Refers to the navigation icon on the route planner page that when clicked, brings  an existing routes list to the front.

Compass Icon – Refers to the navigation icon on the route calendar page that when clicked, opens the route planner page.

Default End – Refers to the route planner setting for a default ending location. This uses existing favorite location markers.

Default Start – Refers to the route planner setting for a default starting location. This uses existing favorite location markers.

End Flag – Refers to the last waypoint in a route that is locked as the final destination.

End Time – Refers to the time based route setting that determines the time of day a user is willing to work.

Get Directions – Refers to the fourth button on the route planner page which gives the user directions based upon the current order of the waypoints.

Import Events – Refers to the fifth button on the route planner page which gives users the ability to import calendar events to a route. This does require some configuration before using.

Optimize – Refers to the third button in the route planner which optimizes the waypoints in a route starting with waypoint #1 and optimizing everything from there.

Optimization Setting – Refers to the route optimization setting. (ie. Fastest, Shortest, etc..)

Print/Email Route – Refers to the second button on the route planner page which allows a user to print/email their route.

Route – Refers to a list of waypoints made up of marker layer records, favorite locations, and points of interest.

Route Calendar – Refers to the first page on the routes tab

Route Default Settings – Refers to the route settings that can be adjusted per user.

Route Duration – Refers to the time to be spent while visiting a waypoint.

Route Duration Default – Refers to the default meeting duration of each waypoint. This is a setting that can be set by user.

Route List Page – Refers to the first sub-section of the routes tab. This is where users can search their existing routes list by date and/or by user.

Route Name – Refers to the name of each individual route.

Route Planner Page – Refers to the second sub-section of the routes tab. This is where users can create new routes and optimize them.

Route Type – Refers to the two types of a route, standard and time based.

Save – Refers to the option to save an existing route without creating multiple copies.

Save As – Refers to the option available to save a new copy of an existing route.

Start Time – Refers to the time of day a users route is scheduled to begin.

Start Flag – Refers to the waypoint which is the locked starting waypoint. If enabled, the waypoint will have a flag on it.

Time Based Toggle – Refers to the alarm clock icon located next to the route name on the route planner page.

Trash – Refers to the trash can button to clear the waypoints from a route.

Unit of Measurement – Refers to the units in which the route directions are calculated.

User – Refers to the user search option on the route calendar page.

Waypoints – Refers to the points that make up a route.

Waypoint Marker Toggle – Refers to the waypoint marker icon located next to the route name on the route planner page. This toggles the waypoint markers on/off to see the record marker behind it.

 

Search Bar

Search Places – Refers to the blue address book icon in the search bar. When enabled (default), the search bar searches for points of interest.

Search Markers – Refers to the green marker icon in the search bar. When enabled ,the search bar searches records currently displayed on the map.

Toggle Search Options – Refers to the icons on the right side of the search bar which toggles between Places and Marker search.

 

Shape Layer Builder

Border Color – Refers to the color of the border of the shape layer.

Country – Refers to the geographic region in which to choose shape layer geometry from/

Dissolved Geometry – Refers to an advanced setting which if enabled (default), displays the shape layer as one contiguous boundary. If disabled, the shape layer will display boundaries between selected geometry.

Fill Color – Refers to the color that the shape layer appears as.

Geometry – Refers to the type of geography selected. (ie. State, County, Zip Code)

Label – Refers to the name of the shape layer.

Matches – Refers to the geographies that matched the search criteria.

Selected – Refers to the geographies currently selected for a shape layer.

Shape Layer – Refers to a collection of geographies that can be displayed as a boundary on the map.

Opacity – Refers to the setting that determines the transparency of the shape layer.

 

Toolbar

Default View – Refers to the button on the toolbar that allows a user to set their default view area when opening MapAnything.

Export – Refers to the button in the toolbar that allows a user to export data from the map. This feature may not be available to all users.

Map Types – Refers to the button in the toolbar that allows a user to change the map tiles to different views.

My Position – Refers to the button in the toolbar which displays the users position on the map.

Settings – Refers to the button in the toolbar which displays MapAnything version information as well as default proximity settings.

Traffic – Refers to the button in the toolbar which displays current traffic conditions where available.

Weather Radar – Refers to the button in the toolbar which allows a user to display multiple weather radars.

Zoom to Fit – Refers to the option in the toolbar which allows a user to zoom the screen to fit the marker layer plotted to the map.

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