Build a map by hand

The Criteria card in the map editor shows a map’s conditions. You can build a map there without a sentence, or correct what a sentence produced.

Add conditions

1. Under Companies matching, choose how the conditions combine: all of, any of or none of these.
2. Choose a condition from + Add a condition…: Company type, Company status, Territory, Market, Marketing group, Site location, Distance from a postal code, Agreement, Contacts, Company custom field or Group of conditions.
3. Fill it in. For a list such as Company type is one of, select one or more values (hold Ctrl or Cmd to select several).
4. Remove a condition with its ×.

The counts in What Client Mapper understood follow every change. Every condition is described in Conditions.

Combine conditions with groups

A Group of conditions has its own all of, any of or none of. Use it to say, for example, “Clients, but none of those in the Do Not Visit group”:

• Companies matching all of: Company type is one of Client; a group of none of: Marketing group is one of Do Not Visit.

An empty all of or none of group matches every company; an empty any of group matches nothing.

Show only primary sites

Tick Show only each company’s primary site to put one pin per company on the map, instead of every active site.

Broken conditions

A condition naming a value that is no longer in your ConnectWise, such as a deleted company type, is shown in red: it matches nothing until the map is changed. Remove or correct it.