Feature Overview Video
Map View allows you to visualize records containing at least one Address Field on a map. It leverages Google Maps to display address locations and offers various customization options to suit your needs.
Plan Availability | All plan types |
Permissions | Solution Creators - Can customize and use Map View. |
Related Reading |
Getting Started with Map View
To enable Map View:
Open the desired table.
On the left-side of your screen, hover the Reporting Toolbar, select “Create New View”, and select Map in the Explore View Types page.
You need to have at least one Address Field in order to create a Map View
The Reporting Toolbar Introduction outlines the primary controls for modifying views - many of which are available in Map View - and provides links to dive deeper into each control's functionality.
Key Features of Map View
Customizing the Map
Use the Map Settings to tailor the display:
Aesthetic Views: Choose from five styles:
Roadmap (default)
Satellite
Hybrid
Silver
Retro
Marker Style & Color: You are able to change your default marker style, size, and color to make your pins customized to your needs.
Note: Try the Spotlight feature to highlight records with distinct styles and colors based on conditions.
Adjustable Display Elements: Change your map settings, including changes to Labels, Terrain, Highways, Local Roads, Transit, Points of Interest and Water. This will allow you to customize what is shown on the map to ensure relevancy.
Radius Settings: Add a radius around record locations to define:
Sales territories
Delivery areas
Marketing campaign zones
Interacting with Records
Clicking a record pin displays a card with the Record Title and Address.
Actions include:
Expand Record: Opens the full record.
Get Directions: Opens Google Maps in a new browser tab to navigate to the address from your location.
If multiple addresses are close, SmartSuite groups them into a larger pin with a number. Click the number to zoom in and view individual records.
Note: These toolbar controls sort, filter, group, spotlight, and find records in the Record Listing Panel AND in the Map View.
Practical Scenarios and Use Cases
1. Delivery Locations
Scenario: A logistics team needs to track delivery addresses for active orders.
Solution: Use Map View to locate and manage deliveries efficiently.
2. Client Locations
Scenario: A customer support team manages service locations.
Solution: Use Map View to monitor and support client locations effectively.
3. Sales Territory Management
Scenario: A sales manager wants to define and visualize sales territories.
Solution: Use the radius feature to outline sales territories and assign customer accounts.
Use Map View on Mobile
Map View is fully accessible on mobile devices, allowing you to:
View pins and records on the go.
Interact with records using the same functionality as the desktop version.