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119 results found

  1. Work with multi-currency monetary fields

    When working with Salesforce's multi-currency settings, the adjusted amount is not officially a field, just a returned value included with the field it's been applied to (such as the Opportunity Amount field). Unfortunately, Geopointe reads in the actual amount, not the adjusted amount, so any aggregated currency information is not correct. It would be great if the currency fields could tap into the multi-currency functionality so that the aggregates are an accurate representation of revenue and opportunity amount.

    15 votes
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    under review  ·  2 comments  ·  Mapping  ·  Admin →
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  2. Accounts imported into Geopointe from the Account View / Map Records feauture, does not allow filtering capabilities to those records

    We have many users that have created 20+ Account screen Views specific to their territory. When the account view is selected and "Map Records" is clicked all of the accounts do show up in Geopointe. However, from here we are unable to apply the Geopointe filter/dataset logic since the records were not created by a Geopointe native Dataset. I would like the ability to apply the dataset logic to records brought into Geopointe from a Account view list. Instead. This would save a lot of time, this morning i had to add 30+ dataset views for one user and these…

    1 vote
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    0 comments  ·  Mapping  ·  Admin →
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  3. Choose different marker sizes

    I would like to be able to use smaller markers/pins on the map, especially when mapping larger data sets in smaller areas, or larger sets across the US

    16 votes
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    4 comments  ·  Mapping  ·  Admin →
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  4. Enable HTML Code for Website Mapping

    I use Geopointe for my pre-foreclosure data, and I like to share the maps with the world. I think it would be a great idea if you created code for users to add HMTL to their websites. If there is a way to export the data from Salesforce to a website, I think Geopointe could start bet other companies selling mapping software for website use.

    Thanks for all you do.

    Michael Nolen
    CEO, Delmarva Home Relief

    1 vote
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    0 comments  ·  Mapping  ·  Admin →
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  5. Save accounts on map as a data set, not a route

    From Salesforce we can map a View from the Accounts tab and save it as a route. It would be very helpful to have the option to save that collection of accounts as a data set as well.

    1 vote
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  6. Control visibility on auto-load KML maps

    We auto-load multiple KML layers onto our standard maps, but would prefer that most of the layers loaded turned 'off/not visible'. We like having the maps autoload so that we don't have to load the KML layer everytime, but have to then turn off all the layers to see one layer at a time.It just needs on more set of checkboxes next to 'autoload' something like 'hide on autoload' -

    2 votes
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  7. Import a list of merchants into Geopointe so they are not visible to other users and not added to Salesforce

    I want to import a list of merchants from an excel file into Geopointe. we do not have merchant records in salesforce

    2 votes
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  8. Centering of Map and ability of dragging center Map icon around

    It would be nice if after doing a radius search around an area using the center of map feature that we had the ability to move the center map icon around the map.

    That way we could quickly adjust where we exactly want the center of the map to be.

    1 vote
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    1 comment  ·  Mapping  ·  Admin →
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  9. Action to create Task or Event in Modular Window

    Action button or link to create a Task or Event in a Modular Window.
    When I try to create a Task/Event button or link as a modular window, the window comes up blank. Creating a Task or Event in a modular window would be more efficient and user friendly than opening a new window each time.

    1 vote
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    planned  ·  2 comments  ·  Mapping  ·  Admin →
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  10. Color Rules Bucketing of Undefined Values

    Example: color rules are defined for a handful of zip codes. Currently, the application will still assign different colors to every other zip code not in the pre-defined list, but with the default color scheme. Instead, we would like to be able to color specific zip codes and have all other zip codes be the same color.

    92866 - Blue
    92840 - Yellow
    Any other value - Gray

    7 votes
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    0 comments  ·  Mapping  ·  Admin →
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  11. Auto-populate radial shape fields

    From a Customer — Use case: Have ~1,000 points that need a radial shape field of the same size. Would like to have the ability to auto-populate those when an account is geocoded.

    4 votes
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    1 comment  ·  Mapping  ·  Admin →
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  12. Add support for interactive legend when there are multiple pins at one location

    Would be very useful to have the interactive legend functionality work when there are multiple pins at one location. Currently the feature only works when there is only one pin at a location.

    5 votes
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    0 comments  ·  Mapping  ·  Admin →
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  13. Cross Object Marker

    It would be fantastic if you would be able to use a cross
    object "Marker". Now that i've been able to figure out the opportunity
    role and how its connected to pull in opportunities associated to a contact visually - I'd love to be able to create markers for
    "Closed Won" and other stages that are associated to the opportunity
    not the Contact.

    For example:
    If I have a "Contact Role" on an Opportunity and have created a "Contact" Data Set, I would like to visually see different Opportunity stages as markers on the map.

    1 vote
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    0 comments  ·  Mapping  ·  Admin →
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  14. Second set of pagination controls at bottom of Mapped Data section

    Place a second set of pagination controls at the bottom of the "Mapped Data" section of a map page.

    The Mapped Data section can have many entries, requiring the user to scroll well away from the existing controls at the top of the section. A second set of controls at the bottom would reduce user effort in such situations.

    1 vote
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  15. Would like the map to reflect what I search for in list view Search box.

    After running a map search, I love how I can search the contents of all columns on the list view at the bottom of the Map. After running a search on the list view it will query the records that match my search. However, it does not reflect those records on the map. Would it be possible to add this interactive list view map search anytime soon?

    Preferably on your next release coupled in with your Interactive map legend :)

    5 votes
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    1 comment  ·  Mapping  ·  Admin →
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  16. Allow a String of Numbers to be Entered in the Filter Criteria.

    There are fields within Salesforce that contain a string of numbers yet I am unable to enter a string into the corresponding field in the GeoPointe app. Very frustrating as I have to add a new filter for each number. If anyone has a solution for this I'd love to hear it.

    1 vote
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  17. Add capability to "save" a map

    It would be ideal to have a method for saving a map view. For example, if I zoom the map to my desired location, add a few data sets, and add some shapes, it would be great to capture that map state. That way I can open the map without having to search for my data sets, re-add desired shapes, etc.

    45 votes
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    3 comments  ·  Mapping  ·  Admin →
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  18. Search nearby an entered address

    One of the things we use Geopointe for is to advise end-users about the nearest resellers. This currently requires 2 steps: 1st enter the end-user address in "address and places" search, 2nd switch to the Dataset search to search for accounts "Nearby".
    It would be great to be able to do this in one flow, i.e. to have the possibility to search for an address on the Dataset search tab under the Nearby option.

    10 votes
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    under review  ·  0 comments  ·  Mapping  ·  Admin →
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  19. Include Search Center in Export

    Only the results of the search export to CSV. The record that you are searching from should also be included.

    0 votes
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    acknowledged  ·  0 comments  ·  Mapping  ·  Admin →
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  20. Cross object fields returned in searches

    I understand this would take a lot of configuration, but if I am filtering by cross object, accounts with opportunities stage = closed won, be able to have those related opportunities fields display in the search results. If an account had multiple opportunities that met the criteria list the account multiple times in the results.

    7 votes
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