Conditions
A map’s criteria are a group of conditions: all of them must match, any of them, or none of them. Each value a condition names must be one of your ConnectWise’s own values; criteria naming a value you do not have are refused when saved, naming the condition.
| Condition (in + Add a condition…) | Matches a company that | Options |
|---|---|---|
| Company type | Has one of the chosen types | Your company types |
| Company status | Has one of the chosen statuses | Your company statuses |
| Territory | Is in one of the chosen territories | Your territories |
| Market | Is in one of the chosen markets | Your markets |
| Marketing group | Is in one of the chosen marketing groups | Your marketing groups. Not offered when your ConnectWise does not let Nilear read them. |
| Site location | Has a site whose State, City, Postal code starts with or Country is one of the values | Values separated by commas, such as “PA, NJ” |
| Distance from a postal code | Has a site within the distance | Has a site within 1 to 250 miles, of postal code, in country (two letters, US to start with) |
| Agreement | Has an agreement that is active, not active or active or not | of type: none selected means any type. Not offered when you may not see agreements, or Nilear may not read agreement types. |
| Contacts | Has at least a number of contacts that are not inactive | contacts of type (none: any), with custom field and a comparison. At most 10,000. Not offered when you may not see contacts. |
| Company custom field | Has a custom field value that compares as chosen | Offered when you have company custom fields |
| Group of conditions | Matches its own all of, any of or none of | Groups can be nested a few levels deep |
Show only each company’s primary site shows one site per company instead of every active site.
Custom field comparisons
Section titled “Custom field comparisons”| Field type | Comparisons |
|---|---|
| Text and others | equals, contains, is set |
| Number, percent, currency | equals, is less than, is greater than, is set |
| Date | is before, is after, is set |
| Checkbox | equals |
- A site condition limits the sites shown: a company with one site in PA and one in NJ, mapped for “State PA”, shows only its PA site.
- Country matches a two-letter code or the country’s name, ignoring case: “US” matches sites in “United States”, “United States of America” or “USA”; “GB” matches “UK” and “Great Britain”.
- An agreement is active when it has started, is not cancelled, and has no end date or one that has not passed, judged when the map is counted.
- A distance can only narrow a map: it must not sit inside an any of or none of group, at any depth.
- A deleted company or contact never matches.
- A condition whose value has since gone from your ConnectWise matches nothing, and is shown as broken on the map.