Geopointe Ideas
240 results found
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Please return more results from each map view search. It helps to find more possible leads when reps are out or planning to go out..
Please return more results from each map view search. It helps to find more possible leads when reps are out or planning to go out..
1 vote -
Multiple google search layers on Geopointe AND Mass create records
We would like to see multiple layers of address & Places results(Google Search) on the map kind of like the clear map on search checkbox (e.g. show me Albertsons stores and Vons) It be nice to have something like a Clear map on search checkbox like the one used on the dataset. Once I have this data it be nice if I could 'Mass Create Records' on the map.
Then mass create records.
7 votes -
Remove dots from an existing shape while editing
Can we delete dots when editing shapes? When you have shapes that are very complicated/have many dots, and want to adjust the shape you have to move all of the existing dots without the ability to remove some of them if they are no longer necessary. So if you are going from a complicated/curvy line to a straight one, you'll have tons of dots to move all to a stright line.
6 votes -
I have over 400 accounts in the state of Iowa. It would be nice to have a feature that you can set to notify you if you are driving and you
I have over 400 accounts in the state of Iowa. It would be nice to have a feature that you can set to notify you if you are driving and you are a certain distance from an account. You could set the distance in miles, and have the app push a notification that you are within (User set the number of miles) a certain number of miles. There are many times when I am deadheading to an account and I wonder if there is an account in a town that I am driving by that I could make a quick…
2 votes -
Pin logic
Create the ability to add logic to the pins. For example create green pin markers for all the Accounts with a custom field attribute of A and have been called on in the Last 30 Days and create red pin markers for the Accounts with a custom field attribute of A and have been NOT been called on in the Last 30 Days.
Currently I have to create 2 search queries for every data set. This is cumbersome and is creating folders with an over abundance of data set to sort through and manage.
1 vote -
Coloring Address Lines
We would love the ability to be able to color-code address lines so that the viewer can see immediately if there are any issues with one of the addresses.
For example, we use the mapping to keep track of scheduled appointments. If an appointment is in danger of being missed due to the current time, it would be nice to see that on the list. See the attached screenshot.
1 vote -
Edit shapes from the Library
It would be great if after saving a shape from the shape library you could edit it like you can with a drawn shape. For instance if a sales rep's territory is an entire state and a bit of one next to it (bordering metro area, large town near the border of a big state, etc)
8 votes -
Save Data Sets to Campaign when Adding Campaign Members
Geopointe is a great marketing tool for identifying opportunities and adding contacts and leads to campaigns. If you were to go back and review that campaign at a later point, there is no way of knowing what kind of data sets (filters) and shapes were used to create that campaign. There could be several audiences that could be pulled for this campaign with highly targeted criteria. You would either have the marketer manually enter the filtering criteria which is not effective or have to save a new data set for each audience segmentation then create a joint object to manually…
3 votes -
Ability to easily search only visible shapes
Can we add a checkbox on the data set tab under "clear map on search" that is "search only visible shapes"?
1 vote -
Ability to set radius from the map when creating a circle shape.
I like creating circle shapes around a particular location, but it would be even better if we could set the radius of the circle, like you can when making a shape field.
1 vote -
subtract shapes
You can add multiple shapes to a map but can you add one shape and then subtract where it overlaps another shape?
A use case would be distance from a point in multiple circles. Say you want from 50 miles away to 100 miles away from a fixed point. You would need to make a 100 mile radius circle, then a 50 mile radius circle and remove it from the 100 Mile one, creating a ring.
Or if your territory was all Illinois except for Chicago, it would be great to put an Illinois shape on the map and subtract/cut…
5 votes -
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 -
South African provinces
Would it be possible to add provinces into the South African map, so that specific provinces can be selected?
1 vote -
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 -
Allow you to set mappings by record type, not just by object.
It would be very helpful to be able to map record types.
My use case is that we have 2 different account record types, one has a billing address and the other has a shipping address. Because they are all Accounts I can only set the mapping to one set of addresses. You can't create a new address field in Salesforce so I can't set up a work around formula field that picks the right address to use.
6 votes -
Allow measure distance tool with shapes
I can't use the measure distance tool when I have shapes on the map because when I click a point in the shape, it just highlightes the shape, not placing a finish point for the distance.
4 votes -
Show Specific Data Set Totals on Shapes
It's great that when I have multiple searches on the map that I can see the total number of records inside of a shape. This works especially well when my searches are two different map object types (ex. Accounts vs Contacts). However, sometimes I want to compare the numbers of two data sets within a shape. It would be great if when viewing a shape I could see the total records but then also see the records broken out by data set, especially when running searches on the same map object (ex. Total = 9; Accounts (Customers) = 4; Accounts…
8 votes -
Transport links to be included as an optional search filter
We use Geopointe heavily when planning our seminar and event activity. Links to public transport need to be considered but always need to be planned outside of Geopointe.
I would like to see an optional filter (check or uncheck to show/hide) that shows train/ tube (subway) station locations in order to give additional information to our attendees and plan events at the most accessible locations.
1 vote -
Select many rows in list by using Shift
When selection many consecutive rows in the list below the map you need to select on by one. It would be great if you could select many by using Shift as you do in many applications.
6 votes -
Choose which filter fields come from SF.
It would be really helpful to be able to limit which filter fields pull from Salesforce so you can remove hidden fields and others that you don't need in Geopointe so they won't clutter up the list and confuse end users. For example, have something in the Geopointe setup where you would have all fields from SF on the left and you could move the ones you want to be in Geopointe to the right.
4 votes
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