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The Google Maps view helps you visualise customer and activity locations directly within Tribe. It is useful when planning appointments, reviewing regions, or understanding where your relations and activities are based. You would use this feature when working with filtered data in widgets that support location information. By following this guide, you will be able to access the Google Maps view and understand how to interact with the map and list together.
Table Of Contents
What Does The Google Maps View Do?
Where Is The Google Maps View Displayed?
Step By Step Instructions
Tips Or Best Practices
Additional Features Or Related Actions
What Does The Google Maps View Do?
The Google Maps view displays your relations or activities on a map using address data stored in Tribe. Each record with a visiting or private address is shown as a pin, allowing you to see geographic distribution at a glance. When multiple records are close together, pins are grouped into clusters that expand as you zoom in.
Where Is The Google Maps View Displayed?
The Google Maps view is accessed from widgets that support location-based data. It is available in the following widget types:
List
Tile
Pie Chart
Bar Chart
Graph
Funnel
Note: The Google Maps view is only available for data based on relations and activities. It is not available for custom links to addresses or for custom entities.
Step By Step Instructions
Open a dashboard containing a supported widget.
Locate the Map Icon in the header of the widget.
Click the Map Icon to open the Google Maps view.
Review the pins displayed on the map, which represent visiting or private addresses linked to the records.
Zoom in or out on the map to view clustered or individual locations.
Hover over a pin to view the relation name and address details.
Click the Relation Name to open the relation record in Tribe.
Click the Address to open the location in Google Maps in a new browser tab.
Alongside the map, a list view displays the same records currently visible on the map.
Tips Or Best Practices
Use widget filters to narrow down results before opening the map view.
Zoom into specific regions to reduce clustering and see individual locations.
Check that visiting or private addresses are filled in to ensure pins appear on the map.
Did you know? Records without a visiting or private address are still shown in the list view, even though no pin appears on the map.
Additional Features Or Related Actions
The Google Maps view also works with activity-based widgets. For example, when viewing sales opportunities, the pins represent the visiting addresses of the related organisations. In these cases, the list view shows the activity subject alongside the relation name and address.
Quick Summary
The Google Maps view allows you to visualise relations and activities using location data in Tribe. You can access it from supported widgets and interact with both a map and linked list view. This helps you plan work more efficiently and understand where your customers and activities are located.