Geopointe Ideas

How can we improve Geopointe?

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  1. 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 →
    • 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

      1 vote
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        0 comments  ·  Routing  ·  Admin →
      • Enhance The Route Distance Calculation Between Destinations to Give Better Estimate (Based on Date/Time Range of Travel)

        Enhance The Route Distance Calculation Between Destinations to Give Better Estimate (Based on Date/Time Range of Travel). When using Google Maps, they give users the ability to plug in Day of Week and Time of Day when planning routes and can provide estimates on if the travel time will be longer or shorter based on that time.

        Example: Say the distance between appointment A and B is 5 miles. On Monday at 10:00 PM it may take me 10 minutes to drive there. However, on Tuesday at 7:30 AM it may take me 20-30 minutes estimate to get there.

        Currently…

        3 votes
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          0 comments  ·  Routing  ·  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
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            0 comments  ·  Routing  ·  Admin →
          • Sharing Route with Manager Link to Route

            Looking for a link that I can add to my email template that would take the manager straight to the route in Geopointe? This would be a one step process of being alerted that a route has been shared with them and then the manager is able to open the route from the email to review.

            3 votes
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              0 comments  ·  Routing  ·  Admin →
            • Search for google places strictly along my route

              The way I envisioned this idea is to have a feature in Geopointe where you can search around a given route.

              So for example I am going from Location 1 to Location 2. I have a route planned in the system from Location 1 to Location 2. I have a 2-3 hour chunk of time between my appointment at Location 1 and my appointment at Location 2.

              I want to know if there are any LEADS that I can stop at on my way. This feature would be great if it gave us an approximate amount of time that it…

              3 votes
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                0 comments  ·  Routing  ·  Admin →
              • Allow Different Marker Colors for Route Locations

                I have created a data set that uses different colored markers for different types of opportunities. When I run a search, those various markers are displayed correctly. However, when I add them to a route and view the route (in the print PDF view), all the markers are the same color.

                Is there a way to show the different colored markers in the print PDF view? This would help our salespeople know which types of opportunities they are visiting.

                4 votes
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                  1 comment  ·  Routing  ·  Admin →
                • Saved routes order

                  Ability to have the saved routes listed from newest to oldest. Currently my users have to scroll down to find the route they saved. In addition have the ability to filter routes by year and month.

                  1 vote
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                    0 comments  ·  Routing  ·  Admin →
                  • Enable/keep "color by field" rules for routes

                    We love the "color by field" option to have the markers themselves provide information...but that doesn't work when looking at a route. it would be helpful to be able to edit those markers. Or even better, when creating a route from a data set with markers, provide the option to carry the marker colors over from the data set.

                    4 votes
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                      1 comment  ·  Routing  ·  Admin →
                    • Remove duplicate accounts when adding to route from a shape.

                      This would be very helpful when overlaying multiple data sets that display duplicate accounts.

                      6 votes
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                        0 comments  ·  Routing  ·  Admin →
                      • Create a routing report including travel time and appointment time

                        We would like to be able to see a report that lists the appointment times and the travel times of a designated route including other custom fields. We want to be able to view or print a snap shot of a route without having to look at the both the route held in Geopointe and the mapping report.

                        Currently, you can see the route with the appointment times, or see the GPS routing with the mileage and travel times, but you can't see a combination report of both the appointment time and travel time. For example, when planning a demo…

                        7 votes
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                          0 comments  ·  Routing  ·  Admin →
                        • Routes subfolders

                          Currently, previous or saved routes are shown as one continous list under "My Routes". I would like the abliltiy to create subfolders within the "Routes" tabs for the different territories I manage to see when territories were visited last and the area that was covered. Similar to creating subfolders within Data Sets.

                          18 votes
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                            planned  ·  3 comments  ·  Routing  ·  Admin →
                          • How far can I drive from a location?

                            It would be nice to be able to see a shape on a map of how far I am able to drive in a set time; ie - how far can I drive from an address in 30 minutes. If I arrive early, I can see what else is in the area.

                            12 votes
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                              0 comments  ·  Routing  ·  Admin →

                              We plan to do this, but it’s a matter of time. We know exactly what to do and are seeking out good, reliable sources that can provide us that drive time polygon.

                            • Adding a route to a SF user's calendar

                              We would like the possibility for a user to affect a route to another user calendar in Salesforce. By specifying a day the whole route would be added to the user calendar with the time specified in the route.

                              22 votes
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                                under review  ·  1 comment  ·  Routing  ·  Admin →
                              • Identify accounts along route (ie define a route and then show accounts, opposite of identify accounts and plot a route)

                                The idea is, if I'm driving from X to Y show me all accounts not far from that route. One could fake it with a shape search but this would be cleaner and faster.

                                3 votes
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                                  under review  ·  0 comments  ·  Routing  ·  Admin →
                                • route times

                                  We use servicemax for salesforce which assigns work orders to technicians with a scheduled start time. Work orders are a custom salesforce object. We would like to see the ability to use the scheduled times from the mapped work order object to create a route by technician.

                                  1 vote
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                                  • Add option do remove markers from the maps after they are added to the route.

                                    This would help when creating routes using big datasets (not allowing to add duplicates)

                                    21 votes
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                                      1 comment  ·  Routing  ·  Admin →
                                    • Calculate Total Mileage

                                      Ability to calculate mileage based on Salesforce meetings/calendar. Export the route and mileage either daily/weekly etc. Big time saver for salespeople in the field that need to submit mileage type expenses.

                                      19 votes
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                                        under review  ·  1 comment  ·  Routing  ·  Admin →
                                      • Sort fields smallest to largest

                                        Our unit field on the address is a text field as we have numeric values (ex. 101, 102) and text values (ex. main, lobby) in this field. Therefore, in a scenario where I am trying to sort a townhouse complex with unit numbers 1-40, I get 1, 10, 11....19, 2, 20..etc. It would be helpful if we could sort text fields smallest to largest where numbers are sorted in correct numerical order with alpha characters sorted in alphabetic order after the largest number (ex. 1,2,3....9,10,11...99, 100, lobby, main).

                                        2 votes
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                                          0 comments  ·  Routing  ·  Admin →
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