Contact Map

Pour :Administrateur

View of the 'map' page

The map displays all your geolocated contacts on an interactive map. You can filter them by category or by route (tour), create and name visit routes, and trigger an itinerary calculation to optimize a field tour.

Access it from the Contacts menu → Map, or via the URL /app/contact/maps.

The screen at a glance

The interface consists of two blocks:

• At the top: two filter cards (Routes and Categories) listing all available groups with their member count.
• Below: the interactive map with contact markers, a special marker for your organization's head office, and a blue marker indicating your GPS position if shared.

Three switches at the top of the map adjust the display:

Option	Effect
Hide local	Hides the marker of your organization's head office.
Hide non-selected	Keeps only contacts matching the selected category or route.
Show only heads of household	Keeps a single marker per household (the head), avoiding stacking if several members live at the same address.

How markers work

Each contact can have multiple addresses: their primary address and secondary addresses (work, second home…). Each geolocated address becomes a distinct marker on the map.

When several contacts share the same GPS position (case of a family living at the same address, for example), a single marker is displayed. Clicking on it, the popup lists all the contacts present at that location.

Automatic geocoding

To position a contact, the full address (street + postal code + city

• country) is sent to a geocoding service (Esri). The latitude / longitude found is then stored for subsequent visits — no need to recalculate each time the map is loaded.

If an address cannot be geocoded (incomplete address, unknown city), the contact is simply absent from the map. No visible error. Remember to complete the addresses in the contact profiles.

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Incomplete addresses = missing contacts

A contact without an address, or with an address too vague (just a postal code without street), will not appear on the map. The page displays in title N / M found — if M is much lower than the total number of contacts, you know there are addresses to complete.

Routes (tours)

A route is a named group of contacts to visit, typically by neighborhood or by day of the week. Examples: Monday, Marais Tour, Passover Visits.

View routes

The top card Routes lists all routes defined in your organization, with the number of contacts they include in parentheses. Click on a route to highlight only those contacts; click again to deselect.

Create or edit a route from a marker

On a marker's popup, to the right of the contact's name:

• If the contact has no route: a + button opens a modal to assign one.
• If they already have a route: a blue tag displaying the route name; clicking it lets you modify or remove it.

In the modal:

• Choose an existing route from the autocompleted list.
• Or type a new name to create one on the fly.
• Validate. The contact marker updates immediately.

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Clear a route

To remove a contact from a route, open the modal and empty the field before validating. The contact loses its route assignment but remains on the map.

Assign multiple contacts to a route from advanced search

The group action Add to a route (from advanced search) lets you assign several contacts at once to the same route. Handy to prepare a distribution of several hundred packages.

Calculated itinerary

When you select a route, a path is drawn on the map linking all contacts of that route, starting if possible from your current GPS position. It is an indicative path (OpenStreetMap calculation) that helps visualize the tour — it does not replace a dedicated GPS for road navigation.

Categories

The bottom card Categories lists all categories available in your organization (the same as in contact profiles). Click on a category to highlight all contacts who carry it.

Unlike routes, you cannot edit categories from the map — use the contact profile or the group action Add categories from the advanced search.

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Only one selection at a time

You can activate one category OR one route at a time, not both. Clicking a category deselects the active route, and vice versa.

Contact popup

Clicking on a marker opens a popup that summarizes:

• Last name + first name (clickable, opens the full profile).
• Address label ("Primary", "Office", "Second home"…).
• Full address (clickable, opens an Open with… menu to switch to Google Maps, Waze, Maps, etc.).
• Address note if any (floor, code, delivery instructions).
• Last recorded visit (if present in the contact's comments) with its timestamp, author, and actions performed.
• An Add a Visit button to record a new interaction directly from the map.
• The route tag (to the right of the title) to modify or add a route in one click.

Multi-contact popup

When several contacts live at the same address, the popup lists each family member with their title icon. It is typically useful for home visits: you see at a glance all members of a household and can add a collective visit.

My position

If you allow GPS position sharing in your browser, a blue marker appears at your position. It is refreshed every 5 seconds in high-precision mode. The first time it is detected, the map automatically recenters on you at zoom level 14 (neighborhood).

Typical use cases

Prepare a holiday visit

1. Filter the base via advanced search: category = #HOLIDAY_FAMILY for example.
2. Group action → Add to a route → name it Passover Tour.
3. Open the map, select the route Passover Tour.
4. Follow the calculated path starting from your home.

Spot contacts in a neighborhood

1. Open the map.
2. Select the desired category or route (or no filter).
3. Zoom on the desired neighborhood. All visible markers are contacts present in the area.

Detect incomplete addresses

The page title shows N / M found. If you have for example 850 contacts in your base but only 720 on the map, you know there are 130 missing — generally due to incomplete or poorly entered addresses.

Limitations

• Geocoding depends on the address quality. Very old addresses, foreign ones, or very specific ones (hamlets) may not be found.
• The itinerary calculation does not account for real-time traffic, updated one-way streets, or temporary closures. Use a dedicated GPS for actual navigation.
• GPS position synchronization depends on the browser and on granted permissions.