Meeting Route Planner helps you and your team optimize routes, save time, and boost daily customer visits—without leaving SuiteCRM. Plan routes 4× faster and add 2-3 visits/day per sales and field agent to optimize travel time. 100% SuiteCRM-native.
Installation and First-Time Setup
Install (IT Admin)
Steps
- Admin → Module Loader → Upload the add-on package.
- Click Install and confirm prompts.
- Admin → Repair → Quick Repair and Rebuild (optional: Rebuild JS Grouping Files).
Rollback (if needed)
- Uninstall via Module Loader and restore your backup.
Configure
- Ensure Map is visible in menus (Admin → Configure Module Menu Filters).
- Configure all settings in the Maps Configuration Settings page
Address Type Settings
Marker/Mapping Settings
Please set the ‘Map Default Center – Latitude’ and ‘Longitude’ according to your headquarters location.
This is where you want your sales agents to start their journeys.
- Grant read access to Accounts/Leads and appropriate Meetings permissions.
Verify
Open the Map view. Run a small radius search and confirm pins appear, or Create and save a test meeting from the map.
Next: Quick Start
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