Account filtering according to the location
There are cases when you may want to filter the accounts or contacts according to their proximity to your current position or certain location. Instead of going through multiple filters we offer you much easier solution.
Let’s try it with the Accounts. First you need to open them.
Then you need to tap on the map/location icon.
A map of your current location is opened. The pins represent the nearby accounts.
Let’s try to filter the accounts for this location (The process shall be the same for any chosen location). Here we have our desired location with all nearby accounts displayed.
To get a filtered list containing them, you just need to tap on the Filter button.
A list containing only those accounts is automatically generated for you.
No need for difficult and multiple filtering.
Follow our blog for more tips like this one and you’ll be able to make your experience with Resco Mobile CRM even simpler and easier to work with.