Company Setup

Changing Company Colours

Edit the fnS5icons function in MS SQL.

Marker Colours and Images

FUNCTION [dbo].[fnS5icons] in MS SQL

Marker Colours

	if @type = 'c'
	begin
	if lower(@comp_type) = 'prospect'
		set @ret = 'purple';  
	else IF lower(@comp_type) = 'customer'
		set @ret = '0000FF';	
	else IF lower(@comp_type) = 'competitor'
		set @ret = 'pink';  
	else IF lower(@comp_type) = 'lead'
		set @ret = 'orange';  
	else 
		set @ret = 'green';       
	end

Marker Images

	else if @type = 'i'
	begin
		if lower(@comp_type) = 'prospect'
			set @ret = 'm_purple.png';  
		else IF lower(@comp_type) = 'customer'
			set @ret = 'm_blue.png';  	
		else IF lower(@comp_type) = 'competitor'
			set @ret = 'm_pink.png';  
		else IF lower(@comp_type) = 'driver'
			set @ret = 'driver.png';  
		else IF lower(@comp_type) = 'lead'
			set @ret = 'm_orange.png';  
		else 
			set @ret = 'm_fgreen.png';       
	end

Note: You can find HTML Colors at: Web Colors

Note: These icons reside in the \WWWRoot\CustomPages\s5mapsV20##R#.#\images\markers folder.

m_black.png

m_blue.png

m_fgreen.png

m_lgreen.png

m_orange.png

m_pink.png

m_purple.png

m_red.png

m_white.png

m_yellow.png

If you want to add additional Marker Icons, add to this folder.

Note: If you have added custom images to the \CustomPages\s5mapsV20##R#.#\images\markers folder. You will need to copy them to the new version folder.

Routing Module Opportunity and Cases Detail

There are two screens that can be changed to allow for the user to add additional information about the Opportunity or Case that displays in the Routing Module:

S5MapsOppoDetail Screen:

As a SageCRM Administrator, goto Administration -> Customization -> Opportunity - > Screens and change the S5MapsOppoDetail Screen.

S5MapsCaseDetail Screen:

As a SageCRM Administrator, goto Administration -> Customization -> Cases- > Screens and change the S5MapsCaseDetail Screen.

Company and Lead Tooltips

You can have your Sage CRM administrator change what is displayed when you hover over either the Lead or Company S5Map Markers.

These are defined in the Sage CRM view as s5_tooltips.

Company: vs5maps_company_mapdata

 replace(comp_name, , '`') +' - '  +   CASE WHEN isnull(comp_type,) ='Customer' then 'Customer'   when isnull(comp_type,) ='Prospect' then 'Prospect'   when isnull(comp_type,) = 'Competitor' then 'Competitor'   else 'Other' end   +   case when round(dbo.fnS5DistanceM(ulat.uset_value,[addr_latitude],ulng.uset_value,[addr_longitude]) * case when uset.uset_value = 'Kilometers' then 1.60934 else 1 end ,2) > 0 then  ' - '   +   convert(varchar, round(dbo.fnS5DistanceM(ulat.uset_value,[addr_latitude],ulng.uset_value,[addr_longitude]) * case when uset.uset_value = 'Kilometers' then 1.60934 else 1 end ,2) ) +' left(uset.uset_value,1) .' else  end  +  case when numoppo > 0 then ' - HO' else  end  +  case when numcase > 0 then ' - HC' else  end  +  case when numlead > 0  then ' - HL' else  end  +  case when isnull(addr_gplaceid,) >  then ' *' else  end   as s5_tooltips,

Lead: vs5maps_lead_mapdata

 replace(Lead_CompanyName, , '`')  +' - ' + 'Lead' +     case when round(dbo.fnS5DistanceM(ulat.uset_value,[lead_latitude],ulng.uset_value,[lead_longitude]) * case when uset.uset_value = 'Kilometers' then 1.60934 else 1 end ,2) > 0 then  ' - '  +  convert(varchar, round(dbo.fnS5DistanceM(ulat.uset_value,[lead_latitude],ulng.uset_value,[lead_longitude]) * case when uset.uset_value = 'Kilometers' then 1.60934 else 1 end ,2) ) +' left(uset.uset_value,1) .' else '' end  as s5_tooltips,