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### 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.
Supported Record Type | Address Checked in Proximity Searches
--- | ---
Account | The shipping or billing address for the account
Activity | The address in the Address field on the activity, for example, the address in a contact call.
Contact | The primary address for the contact
NOTE: Hvis din aktuelle lokation kan fastlægges, angiver en nål din lokation på kortet, som vises, når du åbner siden Kort. Hvis din aktuelle lokation ikke kan fastlægges, vises et kort over Nordamerika. After you have performed a proximity search on a supported record type, you can navigate to the record’s Detail page or just preview the record’s Detail page depending on the value of the Record Preview Mode setting. This setting is typically set up for your company in the company profile by your administrator, however, you can override the company-wide setting in your personal profile under My Setup. NOTE: The record preview functionality is not available if you access Oracle CRM On Demand through a device running the iOS operating system. Before you begin. Du skal have privilegiet Integration af Maps i din brugerrolle for at kunne bruge siden Kort. Desuden skal administratoren gøre fanen Kort tilgængelig for din brugerrolle. Hvis fanen Kort ikke findes i fanerne øverst på tværs af siderne i Oracle CRM On Demand, efter administratoren har gjort fanen Kort tilgængelig for din brugerrolle, kan du føje fanen Kort til dit fanelayout. Se Visning af faner for at få oplysninger om tilføjelse af faner til dit fanelayout. 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 Click the Maps tab. In the Maps page, in the search pane, click the double arrows to show the search criteria fields in the Around Me tab. 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. 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. 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 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. 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. 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. 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. 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.
Search Criteria Field | Description
--- | ---
Select Record Type | Select the record type that you want to search for, such as Account, Activity, or Contact. This field is required for a proximity search.
Address Type | This picklist applies only for an account proximity search, and can have the following values: Shipping Address. The proximity search for the account is limited to the shipping address. Billing Address. The proximity search for the account is limited to the billing address. This is the default value.
Select List | Select the list that you want to search. All of the lists that are available to you for the record type are available for you to select in this field.
Radius | Select the radius for the proximity search. The available options are 1, 5, 10, 20, 25, 50, 100, and 500. If you do not select a value, then a default value of 10 is used for the search.
Units | Select the units in which the radius is measured. The available options are miles and kilometers.
#### To preview a record after a proximity search Click the desired pin that is available from the proximity search for an account, activity, or a contact record. Preview the record as follows: If the Record Preview Mode is set to Click On Preview Icon, then you can hover your mouse over the name of the record to display the preview icon, and then click the icon to display the first section of the record’s Detail page. If the Record Preview Mode is set to Hover on Link, then you can hover your mouse over the link for the name of the record to display the first section of the record’s Detail page. Click the link for the name of the record in the record preview to open the record’s Detail page. NOTE: You can also open the record’s Detail Page from the link for the name of the record on the initial pop-up window as well as from the preview pop-up window. To return to the map, click Back to Maps on the record’s Detail page. NOTE: Oracle CRM On Demand saves the results of your prior proximity search. #### Related Topics See the following topics for related information: Maps Finding Addresses on Maps Obtaining Driving Directions

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