Geopointe Ideas

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  1. correct location

    The "Correct Location" button or link is not working on the Account object?
    - It just display a pop-up with a blank map?
    - It does work if you go to the full Geopointe map tab/page

    Please fix the bug! thanks..

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. A Training student account

    I would like to see if there was a possible to have a training account. one or two accounts per agency for new recruits that are still awaiting there certification and qualified number. We have an accurance that it takes longer at times of the year to recieve there number. I hate holding up training like downloading leads and checking in when they are riding with me as a trainee.

    1 vote
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  3. Refine shapes

    When creating a shape, it would be helpful if we could refine that shape. For example, when I use the "Add Geo Library Shape" function and select Metropolitan/Micropolitan Statistical Area, I would like to be able to remove pieces of that area that I do not want in the shape. If I use the lasso to remove, it takes out that entire shape. I want the lasso, or some other tool, to let me cut certain pieces out of a predefined shape.

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Live Geopointe Map

    I think it be really cool if you had a live gps mapping system that would also pull potential leads based on tags ...similar to google maps “ search along route”

    In my line of work I’m 90 % cold calling and looking for new business everyday. If I had the ability to drive and see “chiropractor” or “ natural medicine” , “optometrist” or any key words . This would allow me to catch things that I don’t see maybe due to poor signage or places located in big buildings.

    1 vote
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  5. Show fields from route list on mobile lock screen

    Imagine you're visiting stop 4 on your list of 10. You review the information on your phone- the company name, suite#, your contact's name and then you close the phone and get out of the car. You get into the lobby of a high-rise building and security wants to know who you're there to see. If the current stop on my route could display the fields from my dataset on the lock screen- I could easily see the company, who I'm seeing, their address and whatever else I selected to show on my route list.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show pins checked-off after signing in/out

    After checking-in and/or out from a stop on a route, it would be great to update the pin and show it as completed. Check it off, change the color, do something so it's visually easy to see which pins are complete, which remain.

    1 vote
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow multiple users to edit the same route and see updates in real-time

    Pretty basic, but when you have one person setting up routes in an office and a sales rep in the field, both need access to modify a route and see changes. Don't understand limiting it to the route owner.

    5 votes
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    0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Map by multiple criteria

    I often have to pull data that must include both people in a given location and people that have a relation to a given even within that location even if they are outside that location.
    An example;
    I am holding an event in NYC
    I want to send an invitation to people within X miles of the event and I want to send an invitation to anyone that has attended that event in the past, even if they live outside the radius that I set.
    Currently,
    I need to run the radius report
    Then I need to run the event…

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. integration with Hubspot CRM

    Same support as you have with Salesforce.com in terms of mapping routes for new and existing opportunities

    7 votes
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  10. Add UK Postal Districts to the UK Shape Library

    It would be helpful for territory mapping if Geopointe included just the postal districts in their Geopointe shape library as well as postal codes.

    For example, a full postal code might look like NN8 6UY. It would be helpful for us to be able to see all of "NN" as 1 shape.

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow for the ability to change "Label" text colors and background colors.

    It would be helpful to be able to edit the text color and background color when displaying "labels" rather than "markers" in a data set. The black text with white background does not appear well on some maps.

    Posted for a customer.

    7 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Batch email assigned routes for non-profits

    Nonprofits meal delivery programs use geopointe. It is cost prohibitive to give every volunteer access to geopointe. It would be helpful after assigning routes to batch email routes to non-geopointe users.

    3 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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…

    10 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    24 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    6 votes
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  16. 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.

    11 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  17. Export Shape Field shapes to KMZ/KML

    While it is possible to export Standard or Geo Library shapes, it would be nice to export Shape Field shapes as well, so we could export a data set of records AND their associated shapes.

    4 votes
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  18. 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.

    2 votes
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  19. Give mobile users the ability to share routes

    Right now if a user builds a route from their mobile device, they have to go to their computer and log in to Geopointe to share the route with a colleague or manager. Please add the ability to share a route to mobile devices.

    11 votes
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    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  20. Include route fields when exporting to CSV

    I use route fields to show important information about my appointments, such as primary contact name and phone number. However, when I export the route to a CSV, only the name, address and start/end time appears in the spreadsheet.

    If I set up a route to show a specific set of route fields in the Geopointe interface, please allow those to also appear as columns when I export to CSV

    10 votes
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    1 comment  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
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