Map Entities
From the Mapping page, you can add entities such as constituents and selections to the map. After you add entities, you can save the map instance for future use. You can also save the mapped entities as a research group or selection or create route directions between two entities.
From the Mapping page, you can add addresses of constituents, research lists, and selections as entities. After you add entities, you can save the map of their locations for future use.
Tip: Before you can map an address, it must be assigned a geocode. You can assign geocodes when you create new records or import records into the database. For existing records, we recommend you use the Address Geocode global change process to assign geocodes
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On the Mapping page, select Add on the action bar and select the type of entity to add, such as Constituent or Selection. A search screen appears.
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Search for and select the record to add. You return to the Mapping page.
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On the map, an indicator appears at the location of the selected address. To view address information about the entity, hover your cursor over the indicator.
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To further identify the location, right-click on the indicator and select Add pushpin. For information about how to add a pushpin, see Manage Pushpins.
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To center the map around the location, right-click on the indicator and select Center map here.
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To change views and navigate the map, use the mapping tools on the action bar. For information about these tools, see Mapping Tools.