How can I take my clients addresses and plot them on a map so i can see what areas most of my clients are in and where should i be paying more attention to.

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i want to track my clients when we complete a job and those we did not get their business. i would like to plot their addresses on a map color coded if possible to see where most of our clients are and how to effectively spend our advertising dollars.  

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Mark

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Posted 3 years ago

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QuickBase can natively to a map with up to 100 "pins".  The records being mapped must have a field of type Address on them. There is no ability to color the pins, so you would have to do a map for the Wins and another for the losses.

If you have an Address field on the record, just make a report of type "Map".  If you have address fields which are not of type Address, then you will need to migrate your data into the new field type, but that would be a separate "how to" question which you can post if needed.


Here is the help text on Map reports

http://www.quickbase.com/user-assistance/Default.html#about_map_reports.html