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Finding Places

When on the Choose a Place screen, you are presented with a list of the places nearest to you that currently have Missions available to complete.

This article will give you the information you need to find a Place in the mobile app by:

    • List View
    • Search function
    • Search All Places function
    • Map View
    • Search This Area function

List View

The List View appears by default when you view the Choose a Place screen. The Places listed are presented in order to proximity to your current location.

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Search

From the Choose a Place screen, use the magnifying glass and search field to find for specific places within the list.

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Search All Places

If the desired Place isn’t included in your Choose a Place List, you can tap 'Search All Places' to query every single Place in your company's database.

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Use the Search All Places feature to:

  • Search for any Place in your Company: Access all of the important Place details you need.
  • Avoid adding duplicate places: Search through all Places (not just those nearby) prior to adding a New Place into the system and potentially inadvertently introducing a duplicate place.
  • View Contacts or Place History: Easily access your Place Contacts and Place History, regardless of your current location or whether there are any Missions available to complete at that location.
NOTE: If your company utilizes User Assigned Places, searching all places returns only places matching your query that are assigned to you.

Map View

To view the Place List plotted on a Map, press Map at the top of the screen.

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Search This Area

On the Map view, use your finger to swipe to a region of the map that is important to you, then tap Search This Area to see pins of Places on the Map that have Mission available to complete.

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Search This Area can be useful to:

  • Navigate to any location: Search for places within any region from the Map View.
  • Visualize your route: See exactly where locations lie on any map area you choose, and organize your route accordingly.
  • Bring clarity to a busy territory See only places where a mission is available.

 

Note: the Search All Places and Search Area On Map functionality must be enabled by a Company Admin on the Company Settings page.
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