Organization Preferences

Organization Preferences allow Team Owner roles to make key decisions around the configuration of the Map My Customers account for all users. Organization Preferences are divided into eight different tabs:

• General
• Activities
• Map
• Lead Finder (Premium Feature)
• Stack Rank
• Data 
• Default Columns
• Deals

1. General: 

Preferences such as Timezone, Currency, and Unit of Distance can be changed from the “General” section. 

• Organization Name: Name of your MMC Instance 
• Timezone: The timezone configuration will impact the default timezone of Scheduled Exports and Reporting
• Organizational Currency: Setting organizational currency will dictate the currency default for Annual Revenue, custom monetary fields, and Deal amount fields 
• Show distances in: Will allow organizations to choose between Miles and Kilometers for Filtering and Routing distance units
• Logo: Uploading a Company logo will white-label the MMC web version by including your logo in the upper left corner of the page

2. Activities: 

The Activities tab allows you to update preferences on Check-ins and Activity prompts on the Planner 

• • Active Check-ins: Enable this setting to have reps check-in upon arrival and check-out when they're ready to take notes, accurately measuring their stop durations
    • • Note: This feature is currently in Beta - if you are interested in learning more about this functionality, please reach out to your Account Manager or the MMC Support Team 
  • Show Check-ins as verified / unverified to: Check-in verification status will appear on Activities and reports throughout the application. Control which user roles can see such information here
  • Check-In Radius: How close does a user need to be to a Company or Person in order for a Check-In to be considered verified? By default, this radius will be 100m (~.06 miles)
  • Show "Nearby Record" suggestions on Smart Planner: This setting tells the planner what types of Activities should trigger the "Records Nearby" smart suggestion

3. Map: 

Use the Map tab to set default preferences and permissions around the Pin Color and Shape Legends for the team. To learn more about creating custom Pin Legends, please visit our Pin Settings article. Also access permission settings for the User Location feature here. 

• Creation of custom Pin Legends: Determine which Role(s) has permissions to create custom pin legends. By default, only Team Owners can create and share Pin Legends
• User Location Permissions: Determine which Role(s) has permissions to access the User Locations feature. By default, only Team Owners can access this feature. 
• Legend Defaults: Select the default Color and Shape legends for the organization across all three objects for mobile and web
  • • Note: Users can change the legend in view manually from web and mobile regardless of the default setting

4. Lead Finder: 

The Lead Finder tab allows team administrators to set deduplication criteria for the Lead Finder tool. 

• Company or People Objects: Select which objects you would like to the system to cross reference for duplicates when running a Lead Finder search
• Record Ownership: Select whether deduplication should be run across only the records owned by the user running Lead Finder, only records owned by someone on their team, or across the whole organization.

5. Stack Rank: 
   

   Use the Stack Rank tab to determine which role has visibility to the Stack Rank. To learn more about the Stack Rank reporting, click here. 

   • Role Visibility: Choose to display the Stack Rank to only Team Owners, Team Owners, and Managers or all users across the MMC organization
   • Note: Team Members and Managers will only get visibility to view the Stack Rank of team members that are on their Team

    

6.  Data: 
   Use the Data tab to set rules and criteria around general data management in the application 
   • SSO Login: Use the hyperlink in this section to alert the MMC Customer Success team if you would like SSO enabled for your organization
   • Add apostrophes to Unique ID in exports: Turn on or off whether and apostrophe should be added to Unique Id values during Exports to maintain the leading 0 when opening this download in Excel or Google Sheets 
   • Duplicate Records: When using the Merge Duplicates functionality - select if duplicates should be checked across only the user's data base, only records in that user’s team or all records in the organization 
     • • Note: The Merge Duplicates functionality is a premium feature 
   • Restrict Ability to Import: Determine which roles (Team Owners, Team Managers or Team Members) can import data in bulk via csv file to MMC 
     
     
7. Default Columns: Enable to set custom default columns for list views and exports for your entire org. Individual users can still change their selections away from default
   
   
   
8. Deals: Determine how the Deal Close Date should behave when moving a Deal to a Closed (Won or Lost) stage: