Customer Management

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Address and geo-coordinates

You can specify geo-coordinates for a Contact/Company. This is used to place a Contact/Company geographically on a Map, or in the Nearby function.

Geo-coordinates are formatted as 'latitude,longitude' in decimal degrees, and are specified in the Position field of the Address section of a Contact/Company.

The geo-coordinates of a Contact/Company are calculated automatically as soon as a valid address, i.e. including at least a City, is entered.
On the mobile, when you tap the Position field, you can choose to get the Position value directly from the GPS current location, or from the Address, or Edit the field by entering a latitude and longitude manually.

Batch geocoding of Contacts and Companies

There may be contacts and companies in your database with no geo-coordinates, either because the automatic coding failed or because you imported contacts and companies via a CSV upload with no geocode data.
In this case, we offer Batch geocoding, i.e the geo coordinates are calculated from the Address for all the contacts/companies in your database in one go:

Goto the Contacts or Companies section and open the Map tab. Click on Batch Geocode. Note that geocoding is limited to 2000 items per day. You can check the list of items that have No address specified or No geocode in the respective tabs.

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