Question

Nearby Customers Solution - sorting by distance

  • 23 September 2021
  • 4 replies
  • 15 views

Userlevel 1

I have searched and have not found a solution.

 

I want the ability to search for nearby customers and sort by distance.

 

I don't need a map just distances.

 

 


4 replies

Userlevel 5
Badge +4

Hi @bmenasco, we don’t currently have a way to sort contacts by distance. If this is something you’d like to see in the future, feel free to post it as an Idea for our product team to look at.

Userlevel 1

Hi @bmenasco, we don’t currently have a way to sort contacts by distance. If this is something you’d like to see in the future, feel free to post it as an Idea for our product team to look at.

Thanks, I am not wanting a full blown route just what is nearby. 

Hi @bmenasco,

You could work around it in two ways: 

  1. Google Sheets Formulas (comparably easy but rather manual process)
    - Follow the process of exporting editing and importing your contacts suggested by Copper as workaround: 
    https://support.copper.com/hc/en-us/articles/213584103-How-do-I-merge-or-delete-duplicates-in-bulk-
    - add a column using the Google Maps formulas after exporting
    https://www.labnol.org/google-maps-sheets-200817
     
  2. Use the Copper APIs (more automated but requires a little coding) 
    - Create a custom field 
    https://support.copper.com/hc/en-us/articles/360000558631-Create-edit-and-manage-Custom-Fields
    - Search for those contacts with the empty custom field “Distance”
    https://developer.copper.com/people/list-people-search.html#list-people-in-groups-of-200
    - Loop through the contact IDs and calculate the distance with to your location with any distance API e.g.
    https://www.codexworld.com/distance-between-two-addresses-google-maps-api-php/
    - Update the contacts’ custom field accordingly
    https://developer.copper.com/people/update-a-person.html
Userlevel 1

I have an excel add on called CDXZIPSTREAM (=cdxdistance). I used it to calculate the distance from our zip code. I wanted something the mobile user could use in the field to see nearby customers.

 

 

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