Geopointe Ideas

How can we improve Geopointe?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Continuously show Field names in columns while scrolling down in the Mapped Data list view

    Submitted on behalf of Customer via support case

    When you search a data set with a large number of fields, it can be hard to keep track of which field's column you are looking at in the Mapped Data list view. Customer suggests possibly keeping the field name above the values dynamically while scrolling down through the results, so that they can more easily keep track of which field column they are currently viewing values for.

    7 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Mapping  ·  Admin →
    • Enable multi-field inline editing

      I was recently asked to come up with a better way for our reps to hone
      their health care provider target list. Currently, they have to go to each
      detail page for the HCP they're interested in and mark them as a target.
      Conversely, if they deselect them as a target, they have to provide a
      reason for doing so which is validated. There are also a couple other
      validations around targeting.

      I thought that Geopointe might make for a fluid experience in the targeting
      process given that the map and list view are on the same page. The problem …

      5 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • Allow manual search via input of Latitude/Longitude coordinates in search bar

        Support searching the map by manually-input Latitude and Longitude coordinates, in the Search Bar. For those who receive locations by coordinates, such as some Nautical or Military venues.

        10 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Mapping  ·  Admin →
        • Add Details to a record after clicking the "Map Button"

          When clicking on the map button, it will not populate fields in that one record you clicked the map button from.

          We would like fields to populate when clicking map button so you can see details about that record without needing to go to the record itself

          1 vote
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Mapping  ·  Admin →
          • Add "City Limits" as option for Geoshape

            When adding a shape to the map, add "City Limits" to options. Currently you can only choose Zip code, county, district etc.

            1 vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • Ability to send a complete Geopointe report to another user.

              Not all of our Geopointe users are in the same office nor do they have the same skill set. We'd be interested in functionality that allows you to build a report with the option to forward that to another user via email. Once the end user receives the email, the link provided prompts them to Geopointe to view the report. Some of our data sets are complex so there is a lot of trial and error and we find ourselves forwarding the CSV attachment losing out on the Geopointe functionality!

              3 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  New Concept  ·  Admin →
              • Allow customers to modify the frequency for the Batch Assignment Job

                We need to reduce the time that the batch job that assigns new users based on our assignment plans. The batch is currently set for four hours.. We realize we can turn the job off and create our own jobs. (http://help.geopointe.com/customer/portal/articles/2092104) However, we want it to run hourly so we'd rather not have to schedule 12 jobs.

                1 vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • Allow SOQL Filter on Assignment Areas (not just Plans)

                  The documentation explains how to use SOQL filters when setting up a Geopointe Assignment Plan.

                  However, the documentation is silent about whether SOQL filters can be used at the individual Geopointe Assignment Area level. I do see that the GP_Assignment_Area custom object has a SOQL Filter field. But, puting a SOQL filter in here does not work (yet). I understand this is a future roadmap idea, so I am adding it here to vote for it.

                  I want to create a Geopointe Assignment Plan where records having certain criteria get assigned to certain areas, and records having other criteria get…

                  1 vote
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • Geo Library Shapes using 3 digit zip/postal code

                    The Geo Shapes mapping feature is very useful and has a good deal of ways to define the shapes based on State, zip/postal code, etc. A noticeable downside is increased lag as the layers become more granular. This is especially problematic when creating large shapes based on full zip/postal code.

                    A great addition to the Geo Library Shapes would be the ability to create layers based on 3 digit zip/postal code (e.g. 928**). This provides a good level of granularity and reduces the complexity when creating larger shapes layers (e.g. Sales Territories/Regions).

                    16 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Mapping  ·  Admin →
                    • Integrate more comprehensive reporting with assignment plans

                      Would be great to be able to be able to create reports showing names of Territory-assigned owners, along with the Zip codes / area names that they are assigned to.

                      (On behalf of customer)

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  New Concept  ·  Admin →
                      • Currently, we can map events if they relate to accounts. It would be great if we could map events that relate to leads too.

                        Currently, we can map events if they relate to accounts. It would be great if we could map events that relate to leads too.

                        2 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Mapping  ·  Admin →
                        • Don't Auto zoom out!

                          When you click "edit" on a shape and are working on a small point it zooms out to the larger shape. If I am working on the zip level of a state wide shape then I have to re-zoom in to find my place. It would be nice if you edit the shape and it stays where you are working.

                          6 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Mapping  ·  Admin →
                          • Smarter Marker

                            ...with a simple drawing tool for their borders.

                            1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Mapping  ·  Admin →
                            • The ability to pull relevant information about a shape regardless of data

                              When pulling information on shapes, the only data populated is information tied to data in Salesforce.

                              It would be useful to instead be able to pull all information associated with a shape (i.e. all zip codes within a shape, regardless of data points). The data is already there, it's just a matter of accessing it once someone builds a shape from "county" or "state" vs. "zip codes"

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • check-in related to custom object in an event

                                I like to have the possibility to do check-in and check-out directly on an event and the check-in should be related not only with standard object(like account) but also to custom object related to an event.So if I do a check in on an event it check-in must be related both to the event and the related object and the distance should be calculated considering the related object position.
                                This is time saving and great for our information database.

                                3 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Mapping  ·  Admin →
                                • Support Account Contact Relationships in Add to Campaign

                                  The Account Contact Relationship functionality added in Summer '16 makes it easy to attach contacts to multiple accounts, without having to create a junction object. It would be great to be able to use this feature with Add to Campaign.

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Mapping  ·  Admin →
                                  • Integration with Salesforce Engage (Pardot product)

                                    Our sales rep love Salesforce/Pardot's Engage email campaign tool. They also love Geopointe. It would be phenomenal if you could build an integration between the two, enabling a sales rep to map a group of contacts/leads in Geopointe and click the Action button to email them via Engage.

                                    3 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  New Concept  ·  Admin →
                                    • Clickable Email Address in Mobile Interface

                                      Hi there!

                                      One of our sales team members suggested making a contact's email address clickable to launch an email message form in the mobile interface -- what do you think?
                                      Tony Bagdy

                                      1 vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Mobile  ·  Admin →
                                      • Move address search box near other search functionality

                                        For some reason the new release separates the address search box from the core search/layering functionality- which makes no sense at all. It's not intuitive or convenient. Please put it back where it belongs at the top of the search/map/layering section!

                                        3 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Mapping  ·  Admin →
                                        • Some Routing Features That Would Help

                                          It would be awesome if we could have the following aspects to assist routing.

                                          1. Default time allowed to be set for your appointments eg 45 mins - user set and can be changed if longer or shorter.

                                          2. Points added to the route then with a default time and optimised would allow for travel time and accommodate the appointment length to leave to the next destination - could then have a predicted time that the next appointment would start after travel from the previous destination.

                                          3. When a route is built with this method, this information should be also…

                                          3 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Routing  ·  Admin →
                                          ← Previous 1 3 4 5 9 10
                                          • Don't see your idea?

                                          Geopointe Ideas

                                          Feedback and Knowledge Base