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240 results found

  1. 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
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  2. 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
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  3. 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
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  4. 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
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  5. 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
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  6. 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
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  7. 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).

    20 votes
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    2 comments  ·  Mapping  ·  Admin →
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  8. 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.

    3 votes
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  9. 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
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  10. Smarter Marker

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

    1 vote
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  11. 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
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  12. 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
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  13. 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
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  14. Delete nodes in polygon

    I would love to be able to edit a freehand multi-point polygon by deleting the nodes or points, similar to what you might accomplish with a vector drawing tool. I find myself simplifying shapes sometimes and it requires wrangling together a lot of points that are no longer needed. Would be a lot faster if I could just delete them, then a straight line is drawn between the points in between.

    2 votes
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    1 comment  ·  Mapping  ·  Admin →
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  15. 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
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  16. 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
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  17. 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 displayed in the…

    3 votes
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  18. 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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    1 comment  ·  Routing  ·  Admin →
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  19. 1 vote
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  20. demographic data to show up on accounts (or export on the csv file in an additional data row)

    creating a way to get the demographic data to show up on accounts (or export on the csv file in an additional data row) I would think you guys are even more awesome.

    Example: We use the median age layer to see which of our accounts fall within areas of high median age. Right now we just eyeball it. If we could export the csv with the median age on every account, we could further improve our sales efforts.

    4 votes
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