Geopointe Ideas

How can we improve Geopointe?

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  1. Allow Assignment Plans to Change Owner to a Queue

    I would like the ability to have an assignment plan change the owner to a queue, not just an individual user or partner user.

    3 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Set default marker styles/colors

      It would be cool to be able to set default marker colors on a map object so that any data sets created would start with that as a default and perhaps even be able to lock it so that only certain users could override that when creating data sets. The use case here for our client is that we want to be able to set the colors for opportunity stages so they are consistent across the company.

      It might also be nice to be able to apply that default to all data sets created from that map object after the…

      3 votes
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        0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
      • Provide a "Check-In" option that doesn't write the Comments to the Subject field.

        Our sales manager just noticed that his "Activity Reports" are no longer easy to read because of the way Geopointe codes the check-in?

        - The "Comments" are added to the end of the "Subject" field
        - This skews the Activity reports that are grouped by that "Subject" field because there are now "too many" unique subjects?

        What do you recommend as a fix for this?
        - Is there a way to not have the comments saved/appended to the Subject field?
        - Is there a way to "dynamically bucket" the subject in a report?

        11 votes
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          2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
        • See Assignment Area shape from URL parameter click

          I'd like the ability to see the shape(s) a record has been assigned to with the click of a button. It would be similar to the &id= parameter with a shape field attached, but would allow me to see the area(s) it's been assigned to.

          5 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • The ability to use Assignment Plans for lead assignment rules.

            We allocate leads via the Salesforce lead assignment rules when they come in off of a web form.

            We would like to replace our current method of assigning them through a number of rules with the Assignment Plans functionality, but right now the process of geocoding and assigning doesn't handle the process quick enough to do so.

            7 votes
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              planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Drive thematic maps legend by specific totals

              Add a thematic map setting that allows for the legend to have the specific totals, not just a range.

              4 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Button lookup field using Lightning lookup instead of classic

                When we create an "Add new" button in Geopointe, and the layout contains a lookup field, the lookup field is still using the classic "Magnifying glass" method.
                It would be better to change this to the lightning lookup so the user experience is consistent for users more familiar with lightning.

                6 votes
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                  1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
                • Same location marker setting driven by State or other criteria

                  Add a ‘Same Location Marker’ setting that allows you to define the same location based on criteria such as State, not just the exact same location.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Show count on thematic map shape (without hovering over)

                    Add a thematic map setting that lets you create a static version where the data is shown on the map for all shapes at the same time instead of one by one as it is now. Basically, a label that shows record count instead of having to hover over the shape to get insight (i.e. record count, aggregate info)

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add census tracts to geo library

                      It would be incredibly helpful to have census tracts as a shape you can select in the geo library (like zip code, congressional district, etc). It would help us target properties that could be eligible for specific federal programs.

                      4 votes
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                        0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add an Import button with SalesLoft

                        I would like to export a list from Geopointe into Reports as a Contacts and Accounts report OR import it directly into SalesLoft. Right now we have to export a list of accounts to CSV, copy the account IDs, paste them into a contacts and accounts report on a line within the filters, and then export that report. SalesLoft said this might be possible because they recently opened the possibility for partners to create that type of button.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add option to use “native ESRI/ArcGIS” data in Geopointe.

                          We would like to see seamless integration with our maps in ESRI/ArcGIS..
                          - In order to use our ESRI/ArcGIS maps, we have to export to KML
                          - Then split into multiple files so they will plot in Geopointe because of "node count" limitations?
                          Please allow more options to plot external maps inside Geopointe with:
                          - larger Node counts
                          - larger file sizes
                          - more map types
                          -

                          1 vote
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                            0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
                          • Filter Option for Users appearing in Sharing Picklist for Route Sharing

                            For purpose of Route Sharing, there is "Sharing" Picklist provided, which holds all GeoPointe Users, with whom Route can be shared by selecting user and clicking on "Add Share" button.
                            But when user base is large, and it involves different category of user sets, it becomes challenging to search user from Particular team or set and assign Route to intended user.
                            So there should be an option to Restrict/Filter users appearing in search within Sharing picklist.

                            6 votes
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                              0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Census information demographic for Canada

                              Data demographic for Canada would be useful, as the demographic only seems to be for US right now.

                              4 votes
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                                0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
                              • Assignment Plans should allow individual criteria for multiple plans in the same org

                                Currently in order to have multiple assignment plans, you need to have either multiple custom fields or a junction object, even if the SOQL query has different criteria for the plan. The order of operations should be to leverage the query to identify unique records then leverage the same field. Currently we need about 8 assignment plans and the only option is to create 8 fields or create a junction object.

                                32 votes
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                                  0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
                                • Support for demographic data for Japan

                                  Please add demographic data layers for Japan. Data sources can be found at https://www.e-stat.go.jp/en

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Set Campaign Type's that you want to be able to chose from with the "Add to Campaign" button.

                                    Using the "Add to Campaign" button, the list of Campaigns can be hundreds... If there were a setting that allowed you to chose which types of Campaigns you want to see in your Campaign list that would narrow down the list. I have a Campaign Type called "Location". The "Campaign Type" field is a Salesforce pick list that is part of the Campaign Object.

                                    1 vote
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                                      0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Delete route button only on routes can delete

                                      Delete route button should only be displayed on routes that that user has permissions to delete.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Bigger Delete Route Button

                                        Delete button on routes should be bigger and not so close to the edge of the screen as it makes it difficult for the users to click especially for those users that are walking door-to-door in the cold/rain. We have experienced users have to try multiple times to delete a route as if it's not clicked on exactly, the app thinks you are trying to load that route.

                                        2 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • reporting and views for shapes

                                          Provide the data in an organized way to have a directory search on shape name with drill down to sub-shapes for reporting/views. For example: Shape = Sales Territory(Sales Executive) and sub-shape = all of the zip codes assigned to the territory.

                                          2 votes
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                                            0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
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