View maps and create hyperlinks
On the ALB contact
screens you can view the client's, service's, service contact's or general
contact's address location on a map. You can also create a directions
hyperlink for directions between your office and the selected contact's
address, in either direction. This is useful, for example, for fee earners
who visit clients on site and for new clients visiting your offices. You
can copy and paste the directions hyperlink into an email.
To view an address map:
Use this procedure to show the address of a contact on a map.
- Open the appropriate tab:
- Client
Details »
Contact Details tab
- Service
Details »
Contact Details tab
- Service
Contact Details »
Details tab
- General
Contact Details »
Details tab
- Under Addresses,
click the postcode of the desired address. Providing the postcode
is valid, a map will open in your default browser using the mapping
service set up by your system administrator.
- If you have added a directions
hyperlink, you can also click the explorer icon next to the Directions
URL under Contact Details.
To create a directions hyperlink to/from your address:
Use this procedure to create directions to your firm's office from a
contact's address and/or from your firm's office to a contact's address.
- Open the desired contact and in the Details screen,
click the Contact Details
tab.
- Under Contact
Details, double-click Directions.
- When the Edit:
Directions dialog box opens, click Generate.
You will be prompted whether you want to create a link to or from
your office address.
- If you want to create directions from
your office to the selected address, click No.
- If you want to create directions
to your office from the selected address, click Yes.
- A URL is automatically constructed and entered
into the Value field.
- If you want to add the link
into an email, you can copy and paste it from this field.
- Click OK
to save your changes and the new URL is displayed in the list. To
view the journey on a map, click the explorer icon at the side of
the URL.
Notes
- ALB uses the address of
the firm's branch office associated with the fee earner linked
to your logon identity.
- The
mapping provider is configurable by system administrators
in Utilities »
System Parameters. By default, the provider is Google maps.
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