Geopointe Ideas

How can we improve Geopointe?

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  1. 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  ·  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  ·  Admin →
      • Share data sets with non geopointe users

        I would like to share data sets and maps with someone that does not use salesforece or geopointe. We have several people in our company that would find it valuable to view the maps. I previously worked with BatchGeo and they let you email a link to the map/ data for free! https://batchgeo.com

        4 votes
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        • Census information demographic for Canada

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

          1 vote
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            0 comments  ·  Mapping  ·  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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            • 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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              • 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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                • 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  ·  Admin →
                  • 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.

                    1 vote
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                      0 comments  ·  Mapping  ·  Admin →
                    • Report-Based Data Set enhancements

                      If a report is grouped by a field, when creating a data set based on that report, use the grouping field as the "color by" field

                      1 vote
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                      • Need hyperlink alternative for the marker popup screen

                        Default behavior for marker popup screen 'Label' is to be as a link, which uses the href as '/sfdcid' but the same doesn't work in case of communities especially with lightning templates and results in bad url.

                        Need to have the flexibility of showing the name as link or plain text, should be configurable.

                        6 votes
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                          0 comments  ·  Mapping  ·  Admin →
                        • Increase Search Limit in SF1

                          Right now, when a user maps a dataset in Geopointe in the SF1 app, only 100 records can populate at a time. Most of our users have large territories to manage and usually do so on the mobile app out in the field. It would be ideal for them to have visibility into their entire territory rather than just 100 contacts.

                          8 votes
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                            0 comments  ·  Mobile  ·  Admin →
                          • Add the ability to create custom titles/description in legend for dates

                            For example, instead of a date range, the description could be changed to "Transition Period" or "Not visited in the past 6 months"

                            1 vote
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                            • 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.

                              4 votes
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                                1 comment  ·  Mobile  ·  Admin →
                              • Report on all Active Users with Geopointe Licenses

                                I need to be able to have a report that simply shows all Active Users with a Geopointe license. I would include the Geopointe User Usage but would also need to see active users that have no usage.

                                3 votes
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                                • For the markers on the Map, is there a way we can use a formula?

                                  On the mapping of a data-set, having a multi-field option with images would be awesome, or having a formula that wouldn't be on the actual salesforce object would help us.

                                  Something like, maybe that last image needs to be a boolean but that is where I was thinking it would be nice to have, with the ability to only show only one image group to focus on the leads/account/?? in that area.

                                  if (x1 & y) = image 1
                                  if (x2 & y) = image 2
                                  if (x3 & y) = image 3
                                  if (x1 & !y) = image 4 …

                                  1 vote
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                                    2 comments  ·  Mapping  ·  Admin →
                                  • Show "Drive Time" as column in Mapped Data when running data set by Hours (Driving) or Minutes (Driving)

                                    I was looking for some of this functionality a couple weeks ago and was surprised it doesn't exist. I ran a data set within a set range of Hours (Driving). I was disappointing to see that the list of Mapped Data didn't include driving times to each location within the mapped data set the same way it shows Drive Distance. The purpose, in our case, would be to get a snapshot of the time spent commuting from a central dispatch location to each worksite.

                                    1 vote
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                                    • Add and view fields in route list view without having to expand

                                      Our reps visit about 30-40 customers a day and require the ability to see more fields right from the route list view without having to expand each record. They need to see not only the customer's address but other information at a glance, such as appointment date and time, sales leads and the products the customer so that they can have a view of their territory for the day and not miss those they have made appointments with, as well as those that are new customers with leads. It would be nice to either have the fields from the data…

                                      5 votes
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                                        0 comments  ·  Routing  ·  Admin →
                                      • Attendance report monthly through mapping and door devices

                                        Hello,

                                        I have an idea of calculating the report monthly for employees to check in. putting a device on doors so an application could detect the entrance of employee from his mobile. i worked on this project through my Masters degree in business. it is somehow a concept like Amazon Go.

                                        In the near future the automated system after developing will help in using it more than finger prints and cards swiping. i have a brief and some other features in mind for this to be used in all firms.

                                        Waiting to discuss it with the developing department.

                                        Regards,

                                        3 votes
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                                          0 comments  ·  New Concept  ·  Admin →
                                        • 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

                                          4 votes
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                                            0 comments  ·  Routing  ·  Admin →
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