Geopointe Ideas

How can we improve Geopointe?

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  1. integration with Hubspot CRM

    Same support as you have with Salesforce.com in terms of mapping routes for new and existing opportunities

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add UK Postal Districts to the UK Shape Library

    It would be helpful for territory mapping if Geopointe included just the postal districts in their Geopointe shape library as well as postal codes.

    For example, a full postal code might look like NN8 6UY. It would be helpful for us to be able to see all of "NN" as 1 shape.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    1 vote
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Set default marker styles/colors

    It would be cool to be able to set default marker colors on a map object so that any data sets created would start with that as a default and perhaps even be able to lock it so that only certain users could override that when creating data sets. The use case here for our client is that we want to be able to set the colors for opportunity stages so they are consistent across the company.

    It might also be nice to be able to apply that default to all data sets created from that map object after the…

    7 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow for the ability to change "Label" text colors and background colors.

    It would be helpful to be able to edit the text color and background color when displaying "labels" rather than "markers" in a data set. The black text with white background does not appear well on some maps.

    Posted for a customer.

    3 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Assignment Plans to Change Owner to a Queue

    I would like the ability to have an assignment plan change the owner to a queue, not just an individual user or partner user.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add census tracts to geo library

    It would be incredibly helpful to have census tracts as a shape you can select in the geo library (like zip code, congressional district, etc). It would help us target properties that could be eligible for specific federal programs.

    8 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. Provide a "Check-In" option that doesn't write the Comments to the Subject field.

    Our sales manager just noticed that his "Activity Reports" are no longer easy to read because of the way Geopointe codes the check-in?

    - The "Comments" are added to the end of the "Subject" field
    - This skews the Activity reports that are grouped by that "Subject" field because there are now "too many" unique subjects?

    What do you recommend as a fix for this?
    - Is there a way to not have the comments saved/appended to the Subject field?
    - Is there a way to "dynamically bucket" the subject in a report?

    11 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  10. See Assignment Area shape from URL parameter click

    I'd like the ability to see the shape(s) a record has been assigned to with the click of a button. It would be similar to the &id= parameter with a shape field attached, but would allow me to see the area(s) it's been assigned to.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    12 votes
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    under review  ·  3 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove the Limit Search

    When working on getting the big picture for an area, it would be nice not to be limited to only 20. Working in a small area that may be ok. But being able to see all the coffee shops in a metro area would be much more helpful.

    7 votes
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  13. The ability to use Assignment Plans for lead assignment rules.

    We allocate leads via the Salesforce lead assignment rules when they come in off of a web form.

    We would like to replace our current method of assigning them through a number of rules with the Assignment Plans functionality, but right now the process of geocoding and assigning doesn't handle the process quick enough to do so.

    7 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow for maps to be externally embedded on company website

    One of our uses for Geopointe is as a store locator. We are always adding new stores to our company's public website whereas our private internal map is hosted by Geopointe based on custom fields. It would be really nice if we could embed the map of our accounts on our website so that it could be controlled from within salesforce instead of having to manage the map outside of salesforce. If there were an HTML embed code for each map data set collection allowing the map to be externally embedded that would be huge for us!!

    74 votes
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    under review  ·  9 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  15. Drive thematic maps legend by specific totals

    Add a thematic map setting that allows for the legend to have the specific totals, not just a range.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Button lookup field using Lightning lookup instead of classic

    When we create an "Add new" button in Geopointe, and the layout contains a lookup field, the lookup field is still using the classic "Magnifying glass" method.
    It would be better to change this to the lightning lookup so the user experience is consistent for users more familiar with lightning.

    6 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  17. Same location marker setting driven by State or other criteria

    Add a ‘Same Location Marker’ setting that allows you to define the same location based on criteria such as State, not just the exact same location.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show count on thematic map shape (without hovering over)

    Add a thematic map setting that lets you create a static version where the data is shown on the map for all shapes at the same time instead of one by one as it is now. Basically, a label that shows record count instead of having to hover over the shape to get insight (i.e. record count, aggregate info)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add an Import button with SalesLoft

    I would like to export a list from Geopointe into Reports as a Contacts and Accounts report OR import it directly into SalesLoft. Right now we have to export a list of accounts to CSV, copy the account IDs, paste them into a contacts and accounts report on a line within the filters, and then export that report. SalesLoft said this might be possible because they recently opened the possibility for partners to create that type of button.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add option to use “native ESRI/ArcGIS” data in Geopointe.

    We would like to see seamless integration with our maps in ESRI/ArcGIS..
    - In order to use our ESRI/ArcGIS maps, we have to export to KML
    - Then split into multiple files so they will plot in Geopointe because of "node count" limitations?
    Please allow more options to plot external maps inside Geopointe with:
    - larger Node counts
    - larger file sizes
    - more map types
    -

    1 vote
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
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