Configure tooltips in Maplytics for Microsoft Dynamics CRM

In our last post we saw about how to configure entity map in your Maplytics. One of the parts of configuring the entity map is to define the data that you would like displayed in the tooltip of the pushpin. This post covers setting up the attributes to be displayed.

Tooltips are callouts that pop up and show quick information about the record associated with the pushpin.

Here is how a tooltip shows up for a pushpin in Maplytics.

Follow these steps to configure your tooltip

1. Go to Settings -> Entity Map -> Select the Entity Map. This brings up the following entity map form.
2. Scroll to the Fields Mapping section. This section allows for configuring the fields for both the Tooltip as well as the Listing of the search results. For this article we would choose the Tooltip option as shown in the below screenshot.
3. The Record Type will list out the Primary entity name and if the Link To field has been provided then it will also list out the entity associated with the lookup field provided there. You are allowed to include fields from any of the entities listed in the Record Type drop down. Choose the appropriate entity from the Record Type picklist.

1. It will list out all attributes (including custom) from the selected entity. Select the attribute you want to add, after selecting any attribute the attribute is automatically displayed in the Field Label, you can change that label as per your choice. Then click on forward arrow button to add attribute.
2. Using the Up and Down buttons provided you can design the sequence in which these fields should appear on the tooltip.
3. After configuring attributes, click on save button to save the changes and preview the results.

With Maplytics all your client information is within your Dynamcis CRM and at your tip.

There's much more, for more Dynamics CRM Tips and Tricks head on to Inogic Blog. If you have any questions on Dynamics CRM or need any help in implementation, customization, upgradation of Dynamics CRM or are looking to get more out of your CRM, feel free to reach us at crm@inogic.com today!

The post Configure tooltips in Maplytics for Microsoft Dynamics CRM appeared first on Inogic Blog.