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2018/04/24

How to configure customer geolocation?



Simple CRM, the online CRM software allows you to geolocalize customers who are around you.


For this CLIENT geolocation function to be active, you will need to define from
the Administration interface which Center of Interest designates a CLIENT.


To do this, go to Top Menu -> Admin -> Settings tab -> Select the Area of Interest and click Save.



In some cases, geolocation does not display all customers.


Perform the following operations several times in a row:
display the geolocation module
when the markers corresponding to your customers are displayed on
the map refresh the page (by pressing the F5 key)

After 3 or 4 times, depending on your number of customers, you should get
all your customers' addresses on the card.

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