Skip to content

Geopointe Ideas

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

20 results found

  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Allow non-geopointe Admin users the ability to create folders

    Rather me the Admin creating folders for user, I would love it if my Sales reps could create their own folders to stay organized. I understand the modeling around folders work like Report folders in SF, but it be nice if my sales reps could share folders with one another. This would limit some of the administration around creating folders, sharing, etc.

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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 GPAssignmentArea 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…

    34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Enable Geopointe to work with Apple Maps & Apple CarPlay for Route Navigation on Day of Travel

    I would like to request a new feature update to consider for a future release of Geopointe. We have several Outside Sales Reps that utilize Apple Maps and Apple CarPlay when in their vehicles. Currently on their day of travel when they open their planned route, they can only trigger navigation with Google Maps (which does not interface with Apple CarPlay). Is it possible for you to look into updating your application to push navigation routes to Apple Maps which in return will work with Apple CarPlay. Apple CarPlay is becoming more popular with newer vehicles and is really a…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Allow the default fields for searches to be re-positioned or removed

    The default fields- such as Distance, name or address- should be able to be adjusted in the Mapped Data list view- or removed if needed.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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"

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Option to Modify label font styling and font size on Map

    Currently we have an option of adding labels to the shapes but if the shapes are too close the labels are overlapping and they can't be read so it will be great if there is a way we can modify the font size and style on the map to make it look much clear.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Don't allow multiple clicks on "save" button

    Currently when creating new accounts in Geopointe using the "Create Account" button, it is possible to click the "save" button multiple times and each click creates a new duplicate record. This is a big problem for our sales reps working with slower internet connections who might not know if the first click worked if there is a delay, and for "click-happy" reps who click multiple times if they don't get an instant response. The button should grey out after you click it or at least not create more records when you click it multiple times.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Increase Link URL length.

    Increase Link URL length. We use the Link URL to pass values to automatically update fields on a Task object. Currently I cannot pass all the values due to the Link URL field character limit.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Split sub shapes into individual shape records.

    Would it be possible to have a checkbox when creating a Shape with Subshapes to create individual shapes for each sub shape rather than one Shape?

    If I wanted to create an assignment Plan for MSA's today I would need to create each of those shapes manually.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Sort alphabetically with blanks last

    It would be helpful if when sorting a column alphabetically the blank values would be at the bottom instead of the top. My accounts are ranked A, B, and C, but not all of them have a value in that field. When I sort A-->Z, all the blanks are at the top instead of the As. It's the same way in Salesforce for most column sorts, but it's annoying.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Allow an admin to set a company's map default start position.

    Use Case: Internal users are assigned to a specific geography, and they work out of the same location. Would be nice to set their default starting position to either the US or their specific geography before they ever go to the map the first time.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Would be great to save lists to "trips" that you could call back up--something like the add to Campaign, but would work with Accounts.

    It would be great to save lists to "Trips" that you could call back up--something like the add to Campaign, but would work with Accounts. "Trips" should be a reportable object within Salesforce.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We are confused by the term “Trips”. Can you clarify?

    From the description you gave, it sounds more like you are looking for a way to save lists of data you map in order to retrieve them again, but allow them to be against any objects (e.g Accounts) and not just leads/contacts like Add to Campaign. Is that right?

    Regardless of the name, it’s the ability to let you take results from the map and save them off somewhere so you can utilize them again, is that right?

    If this is the idea, we do like it, but might call it something generic like a “List”, but we get the idea.

    Another idea, if you like it…

    Salesforce currently has a feature (kind of new) called Topics for Objects. Suppose we were to have Geopointe check whether you’ve enabled topics for the object you are mapping and, if so, allow…

  20. export to csv using multibytes

    I have noticed that when using the export to cvs button, it export the data without using multibytes, letter with accent (é,è,à,...) in names, streets, cities for international customers are replace by wierd characters. Could you please update this function as it would be a major improvment for us?

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Geopointe Ideas

Categories

Feedback and Knowledge Base