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CRMGoldMine CRM

GoldMine : Using Google Maps in the GM+View Tab

By November 29, 2020No Comments

When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record.

Configure GM+View:

  1. Click on the GM+View tab and click the Create Web Form
  2. Give the Template a name (e.g., Directions).
  3. Click in the blank body of the template and then on the <H> button in the toolbar.

  1. Delete any text that is in the body and copy the following text into body of the template.  Be sure there are no line breaks in the code:

<!DOCTYPE HTML PUBLIC “-//W3C//DTD HTML 4.0 Transitional//EN”><HTML><HEAD><META content=”0;url=http://maps.google.com/maps?q= to &lt;&lt;&amp;address1&gt;&gt; &lt;&lt;&amp;city&gt;&gt; &lt;&lt;&amp;state&gt;&gt; &lt;&lt;&amp;zip&gt;&gt; from &lt;&lt;thislocation&gt;&gt;” http-equiv=Refresh><META name=GENERATOR content=”MSHTML 11.00.10570.1001″></HEAD><BODY leftMargin=1 topMargin=1 rightMargin=1><DIV><DIV>Loading…</DIV></DIV></BODY></HTML>

  1. Click the Save button and close the window.
  2. Set the Property Photo template as the Default GM+View.

  1. Click OK to close the GM+View Settings window.

View the Directions:

  1. Open a contact record with a valid street address.
  2. Click on the GM+View
  3. Google Maps will load with the contact address in the To: line and your address in the From:. You can maneuver in Google Maps just as you would in an Internet browser.

Justin Hill

Author Justin Hill

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