Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales >

Finding Clients Near Your Location

You can use a map proximity search to identify accounts, activities, and contacts near your location. The search radius is configurable for 1, 5, 10, 20, or 25 kilometers or miles from your current location.

The following table lists the address type that is checked on each record type when you perform a proximity search.

The following procedure describes how to set the search radius.

To set the search radius

1. Tap Around Me.
2. Tap the Radius setting and choose from 1, 5, 10, 20, or 25.
3. Tap the Units settings and choose either kilometers or miles.

The proximity search can be performed on accounts, activities, and contacts. The following procedure describes how to search on these record types.

To perform a proximity search

1. Tap Around Me.
2. Tap the Record Type setting and choose either accounts, activities, or contacts
3. Tap the List setting and choose All records or one of the record-dependent alternatives.
4. Tap Search.

   Oracle CRM On Demand Connected Mobile Sales displays a map centered on your location (marked with a green pin) and the nearby objects marked as red pins.

5. To display information on a nearby object, tap its red pin.

   A pop-up appears on the map with the name and information on the object. Android devices use a list page to indicate nearby accounts, activities, and contacts.

6. To display a detail page on the selected object, tap the circled i icon in the information pop-up.