Search
The Search option available in the right floating palette on the DotlyMaps main screen allows users to quickly find and locate CRM records directly from the map view. Instead of navigating through individual modules or manually searching…
Last updated July 31, 2026
Overview
TheSearchoption available in the right floating palette on the DotlyMaps main screen allows users to quickly find and locate CRM records directly from the map view. Instead of navigating through individual modules or manually searching large datasets, users can enter keywords to instantly locate relevant records displayed on the map.
Search helps users quickly access specific leads, contacts, accounts, deals, or othermapped recordswhile working within the main map workspace.
Why it matters
When viewing thousands of records on a map, finding a specific record manually can be challenging. The Search feature provides a faster way to locate required information, improving navigation and reducing the time spent searching through CRM data.
By providing quick access to mapped records, teams can easily identify customer locations, review details, and takelocation-based actions efficiently.
When to use
Use Search when you need to:
Quickly locate aspecific CRM recordfrom the map.
Find records by name, keyword, or available record details.
Access a customer, lead, or account location instantly.
Navigate through large datasets without manually reviewing records.
Find records while planning visits, routes, or field activities.
Prerequisites
- An active DotlyMaps organization and workspace.
- A connected CRM module with available mapped records.
- Proper permissions to view CRM records.
- Records with searchable information available in the selected module.
Step-by-step guide
Open your DotlyMaps workspace.
View theright floating paletteavailable on the main map screen.
Click theSearchicon from the floating palette.
Enter the required keyword, record name, address, or relevant information in the search bar.
Review the matching records displayed on the map.
Select a record to view its details and location.
Continue with other map actions such as viewing record information, planning routes, or analysing nearby records.
Example
Afield salesexecutive wants to visit a specific customer but does not know the exact location. They open the Search option from the right floating palette, enter the customer name, and instantly view the customer's location on the map for visit planning.
Best practices
Use accurate keywords to get faster search results.
Keep CRM record information updated for better search accuracy.
Use Search together with Filters to narrow down specific records.
Verify location details before planning visits or routes.
Use Search directly from the map workspace for faster navigation.
Troubleshooting
Search does not return any records
Verify that the entered keyword matches existing CRM records.
Confirm that the selected module contains the required record.
Check whether the record has valid mapped location details.
Search results show unexpected records
Review the search keyword entered.
Confirm that you are searching within the correct module.
Check the available record details used for matching.
Search option is not available
Confirm that the DotlyMaps workspace is loaded correctly.
Check that the required permissions are assigned.
Ensure the latest version of DotlyMaps is being used.
FAQ
Where can I find the Search option in DotlyMaps?
The Search option is available in the right floating palette on the main DotlyMaps map screen.
Can I search records from different CRM modules?
Yes. Search can be used for supported CRM modules available in your DotlyMaps workspace.
Does Search change my CRM data?
No. Search only helps locate and view existing CRM records on the map and does not modify any CRM information.
Can I use Search with Filters?
Yes. Search can be combined with Filters to quickly find specific records based on keywords and selected criteria.