iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto...

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iERA Address Auto Complete

Transcript of iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto...

Page 1: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App

iERA Address Auto Complete

Page 2: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App

About the App:

App Tag Line:

iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations.

App Description:

iERA Address Autocomplete can give your application the type-ahead-search behaviour. When a user starts typing a company

name/ address, it autocompletes details like street, locality, city, state, country and Zip code.

This makes capturing of leads/ accounts/ contacts quicker and easier for field sales people thereby improving the adoption of lead capturing/ contact management solutions

Features:

Works with the address fields (address1) on Account. This packaged solution can help users supply the details of an address.

Solution Package Validations:

• Import the Solution to CRM.

• Go to Settings SolutionsOpen the Solution.

• Provide the Google API key and update in solution. (See the below steps to get Google API Key)

o Use the below mentioned link https://developers.google.com/places/web-service/usage

o Click on GET A KEY and you will get the API Key

Page 3: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App

• Once key is generated, now we need to activate the key with iERA Address Autocomplete solution

o Go to iERA_AddressAutoComplete Solution. o Click on configuration. o Click on GET A KEY and you will get the API Key

• Publish the solution.

Please note this solution will insert an Address Map tab in the Account form.

Functional Verification

Use Cases:

`Go to Sales -> Customers -> Accounts sectionNavigate to the Address Tab.

Page 4: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App

• Start entering the location for the Account address in the field as shown. This will show some predictions:

• Select one of the predictions. This will pin the location in the Map as shown:

• The Address Fields will be populated as soon as you click on OK and the Account page will be saved.

Repeat the steps in case we need to update the address of the Account.

Limitations

• iERA Address Auto Complete Easy gives result based on The Google Places API Web Service which has the following limits in place if used for free:

Page 5: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App

o More details can be found on:

https://developers.google.com/places/web-service/usage

Credits & References

Google Maps Autocomplete for Addresses

API: https://developers.google.com/maps/documentation/javascript/places-autocomplete

Page 6: iERA Address Auto Complete - Microsoft Azure · About the App: App Tag Line: iERA Address Auto Complete is a very useful packaged solution to auto complete worldwide Locations. App