Introduction to the Park Sites Toolbar
The toolbar within the Park Sites View of the dashboard is designed to help the user quickly view information within specific park records based on their location, filter criteria, or record grouping.
In this article, we'll discuss each of the options within the Park Sites View toolbar and familiarize you with their functionality.
By default, when a user signs into the ParkSitesIO dashboard, they are taken to the Park Sites View. The toolbar is located just above the map within this view.
The options within the Park Sites View toolbar allow users to quickly access parks that a user may have changed the pin color for (also referred to as pinning a park), added group tags to, or even CRM records.
- Search Location - By entering a state name or address, a user can view parks within that geographical location.
- Filter - By utilizing the options within the filter, users can search and display parks that meet specific criteria.
- Pinned Parks - By clicking the Pinned Parks option within the main toolbar, a user can quickly see a list of parks that they have changed the map pin color from within the Activity Center. Clicking the Manage option within the Pinned Parks drawer allows users to customize each map pin and label that they utilize within the Activity Center.
- Tagged Parks - Clicking the Tagged Parks option within the toolbar allows a user to view the list of parks to which they have added group tags. Users can utilize the Manage option within the Tagged Parks drawer to add, edit, or delete the park tags that they use within a park's Activity Center.
- CRM Parks - Whenever a user has added a private lead or contact to a specific park using the Activity Center's CRM option, the contact's information is stored within the user's CRM records and automatically linked to the ParkSitesIO park record. Users can quickly see a searchable list of parks containing linked CRM records by clicking the CRM Parks option from within the main toolbar.
- Add New Park - To ensure the park records with ParkSitesIO remain consistent, only the staff at ParkSitesIO can add new parks to the system. However, ParkSitesIO is always looking for new parks that may not have already been identified. By clicking the Add New Park option within the toolbar, users can request that a new park be added and researched by the ParkSitesIO staff.
- Views Dropdown - When a user wishes to work with their leads and contacts from the vantage point of a list, rather than a map view, they can simply choose the CRM option from within the Views dropdown.
For additional questions about this topic, please contact our Support Team by emailing us at support@parksites.io.
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