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Sales > Maps > Performing Proximity Searches

Performing Proximity Searches

In a proximity search, Oracle CRM On Demand checks the addresses that are stored on records of a given record type to determine whether the addresses are within the radius that you specify for the search. If Oracle CRM On Demand finds an address that is within the radius of the search, then a pin is placed on the map to indicate the address location. You can see the name and address of the record that is associated with a pin when you rest your pointer on the pin.

Proximity searches are based on the information in the Latitude and Longitude fields in the addresses that are searched. Therefore, you must ensure that these fields are populated correctly in the relevant addresses if you want the addresses to be found by a proximity search. For more information about the Latitude and Longitude fields, see About Geocode Fields in the Address Record Type.

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

NOTE: If your current location can be determined, then a pin indicates your location on the map that appears when you open the Maps page. If your current location cannot be determined, then a map of North America is shown.

Before you begin. To use the Maps page, you must have the Maps Integration privilege in your user role. In addition, your administrator must make the Maps tab available for your user role. If the Maps tab is not present in the tabs across the top of your pages in Oracle CRM On Demand after your administrator makes the Maps tab available to your user role, then you can add the Maps tab to your tab layout. For information about adding tabs to your tab layout, see Displaying Your Tabs.

The following procedure describes how to perform a proximity search to find accounts or contacts that are located within a specified radius of your current location.

NOTE: A proximity search returns the location of the first 500 records that are within the specified radius.

To perform a proximity search within a specified radius of your current location

1. Click the Maps tab.
2. In the Maps page, in the search pane, click the double arrows to show the search criteria fields in the Around Me tab.
3. In the Around Me tab of the search pane, enter the criteria for your search, and then click the magnifying glass icon.

   NOTE: You can find information about the search criteria fields in the table at the end of this topic.

   Pins appear on the map to indicate the locations of the addresses that are found within the specified radius.

4. To see the name and address of the record that is associated with a pin in the map pane, rest your pointer on the pin.
5. To clear the results of the proximity search plotted as pins on the map, click Clear Results at the bottom of the Around Me tab.

The following procedure describes how to perform a proximity search within a specified radius of a location that you select.

NOTE: If you want to use a specific address as the center for your proximity search, and if that address is not already indicated by a pin on the map, then search for the address before you perform your proximity search. For more information, see Finding Addresses on Maps.

To perform a proximity search within a specified radius of a location that you select

1. In the Maps page, on the map, set the center for your proximity search.

   Do one of the following:

   • On the map, click a pin that indicates the address that you want to use as the center for your proximity search, and then click Set as Proximity Center.
   • On the map, right-click any location that you want to use as the center for your proximity search, and then click Set as Proximity Center.

     NOTE: If the address that you want to use as the center for your proximity search is not already shown on the map, then search for it, as described in Finding Addresses on Maps.

     The center that you set for the proximity search is indicated by a pin.

2. In the search pane, if the search criteria fields in the Around Me tab are not visible, then click the double arrows to show the fields.
3. In the Around Me tab of the search pane, enter the criteria for your search, and then click the magnifying glass icon.

   Pins appear on the map to indicate the locations of the addresses that are found within the specified radius.

4. To see the name and address of the record that is associated with a pin in the map pane, rest your pointer on the pin.
5. To clear the results of the proximity search plotted as pins on the map, click Clear Results at the bottom of the Around Me tab.

The following table describes the criteria fields for a proximity search.

Related Topics

See the following topics for related information:

• Maps
• Finding Addresses on Maps
• Obtaining Driving Directions