Creating Advanced Search Groups with Addresses and Contacts on the Address Book Map

Your Route4Me Address Book (List/Map) is a centralized database where you and your team members can securely store and manage the information about thousands of customers’ locations, depots, commercial facilities, warehouses, and any other relevant prospects or real-world locations. Once you have all that data saved on your account, you also need to be able to properly structure, filter, and use it for your particular business needs or unique business model. Route4Me’s Advanced Search Groups Add-On enables you to filter all your addresses and contacts right on the map using millions of flexible constraints so that you can get a precise visual overview of your customers’ spacial arrangement and make your routing patterns more strategical. Moreover, you can also use your customizable search groups for planning optimized routes, color coding addresses, downloading entire search groups with addresses, and more.

 

To create search groups for the addresses and contacts in your synchronized Address Book, first, go to “Address Book Map” from the navigation menu.

Creating Advanced Search Groups in the Address Book Map

 

Next, click on the “Add New Group” button in the top left corner of the screen.

Creating Advanced Search Groups in the Address Book Map

 

To create a new rule for the search group, first, select the field that you want to search through from the corresponding drop-down list. You can select one of the Route4Me reserved attributes, as well as one of the available custom data fields. To learn more about using custom data with search groups, visit this page. Reserved attributes can operate with numeric and text values, as well as with combinations of text and numbers. The following reserved attributes can operate only with numeric values: Created Time, Last Visited Time Stamp, and Last Routed Timestamp.

Creating Advanced Search Groups in the Address Book Map

 

Next, select one of the preferred operators that you want to define the relationship between the field selection and the searched numeric value. For numeric fields, you can select the following operator options:

  • – Less: The field contains a value that is less/lower than the specified value;
  • – Less or equal: The field contains a value that is less than or equal to the specified value;
  • – Greater: The field contains a value that is greater than the specified value;
  • – Greater or equal: The field contains a value that is greater than or equal to the specified value;
  • – Between: The field contains a value that is between/within the range of the specified values;
  • – Is empty: The field does not contain any information;
  • – Is not empty: The field contains any information.

Creating Advanced Search Groups in the Address Book Map

 

After that, input the value by which you want to filter all addresses on the map into the corresponding field. In the example below, the search group displays on the map all addresses that were created in the system before 07/07/2019 12:00 am. The addresses that are filtered by the search group are displayed on the map in the same color as the corresponding search group.

Creating Advanced Search Groups in the Address Book Map

 

The following reserved attributes can operate with text and numeric values: Address, Alias, First Name, Last Name, Email, Group, and Phone Number.

Creating Advanced Search Groups in the Address Book Map

 

For text fields, you can select the following operator options:

  • – Contains: The text is present in the field as a digit, word, or part of a word;
  • – Doesn’t contain: The text is not present in the field;
  • – Has word: The text is present in the field as a whole word;
  • – Equal: Contains the exact text specified;
  • – Not equal: Contains anything but the exact text specified;
  • – Begins with: Any of the words or numbers in the field begin with a certain letter or digit or group of letters or digits;
  • – Ends with: Any of the words or numbers in the field end with a certain letter or digit or group of letters or digits;
  • – Is empty: The field does not contain any information;
  • – Is not empty: The field contains any information.

Creating Advanced Search Groups in the Address Book Map

 

After that, input the value by which you want to sort the addresses on the map into the corresponding field. In the example below, the search group displays on the map all addresses that contain “New York” in their name (street address). The addresses that are filtered by the search group are displayed on the map in the same color as the corresponding search group.

Creating Advanced Search Groups in the Address Book Map

 

You can view and edit values in the “Address” and “Alias” fields when creating new and editing existing addresses/contacts in your synchronized Address Book.

Creating Advanced Search Groups in the Address Book Map

 

You can view and edit values in the “First Name,” “Last Name,” “Email,” “Group,” and “Phone Number” fields when creating new and editing existing addresses/contacts in your synchronized Address Book.

Creating Advanced Search Groups in the Address Book Map

 

You can view the “Last Visited Timestamp” and “Last Routed Timestamp” field values in the corresponding columns in the Address Book List (learn more).

Creating Advanced Search Groups in the Address Book Map

 

You can add multiple rules to one search group to apply more filter. To add a new rule to the search group, first, click on the “Add Rule” button and then fill out/select the corresponding fields and values to your preference.

Creating Advanced Search Groups in the Address Book Map

 

When a search group has multiple rules, you can choose whether you want the addresses/contacts to meet the conditions of any rule in the search group or all the rules in the search group must be met. When you select the “OR” operator, the search group will include the addresses that meet the conditions of any rule in this search group. In the example below, the search group displays on the map the addresses that contain either “New York” or “Long Island” in their name.

Creating Advanced Search Groups in the Address Book Map

 

When you select the “AND” operator, the search group must include the addresses that meet the conditions of all the rules in this search group. In the example below, the search group does not display any addresses on the map due to the fact that there are no addresses in the Address Book that contain the values from all the rules in their name (for the conditions of this search group to be met, the addresses must contain “New York Long Island” in their name).

Creating Advanced Search Groups in the Address Book Map

 

For even more advanced filtering, you can add multiple sub-groups with their own rules within one search group. To do so, click on the “Add Group” button within the search group and then fill out the rules in the corresponding sub-group to your preference.

Creating Advanced Search Groups in the Address Book Map

 

After adding rules and sub-groups to the search group, you can assign a custom name to this search group. To do so, click on “Enter name to store this group” and then input a new custom name for the group into the corresponding field.

Creating Advanced Search Groups in the Address Book Map

 

To change the color in which the addresses included into the search group are displayed on the map, click on the color icon next to the search group’s name and then select the preferred color from the list.

Creating Advanced Search Groups in the Address Book Map

 

You can also filter your addresses by the universal field with a single operator and one value. To do so, first, select “Any field” from the corresponding list in the rule of the search group.

Creating Advanced Search Groups in the Address Book Map

 

After that, input the value that is contained in any field of the addresses that you want to include into the search group. In the example below, the search group displays on the map all addresses that have “NY” in any field (i.e., in Address, Alias, Email, etc.).

Creating Advanced Search Groups in the Address Book Map

 

NOTE: When you create a new search group, by default, this search group does not affect the addresses contained in it (unless you manually apply changes to these addresses). Search groups are used for filtering your addresses from the synchronized Address Book and displaying them on the map accordingly. If you want to perform any actions with addresses in a particular existing search group (i.e., plan routes, download addresses, etc.), first, you need to enable this search group on the map by checking the corresponding box. Search groups can be created and managed only in the Address Book Map.

Creating Advanced Search Groups in the Address Book Map

 

Was this article helpful?
Still can't find what you're looking for? Contact us