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Finding Places

When on the Places 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 Places screen. The Places listed are presented in order of proximity to your current location.

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Search

From the Places screen, use the magnifying glass and search field to find specific places within the list.

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Search All Places

If the desired Place isn’t included in your Places 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 from the Places page returns only places matching your query that are assigned to you. If you are going through the Mission first workflow, then it is expected you might see places that are not assigned to you if they are assigned to a non-UAP enabled mission.

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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