Geopointe

Inline Editing from the Map

Inline editing makes it easier for you to make updates to your records by allowing you do so directly from the map.

Perform a Search on the map and click on one of your results. You should see pencil icons next to the editable fields.




The address information is not editable from the map. Editable fields are those added to the data set. The system will use Object & Field Level Security to determine whether a field is editable for a user; it will also consider record-level rules to determine whether the record is read-write or read-only for that user.

Click the pencil icon (or double click the field value) and an edit window will appears. This could be a text box, picklist, or date selector. Change it to the desired value. 



To save it, click the check mark. To cancel, click the X.

Edits can also be made from the Mapped Data list below the map. Like on the map, click either on the pencil double-click the field value to edit. 


Again, to save it, click the check mark. To cancel, click the X.
 
Changes made from Geopointe will immediately update that field on the Salesforce record.

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For Admins
 

This feature is automatically turned on, but can be disabled/reenabled from the Geopointe Setup Org Settings.