Geopointe Ideas

How can we improve Geopointe?

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  1. Data Set Fields Section Breaks

    Data Set Fields Section Breaks

    When creating a new data set in Geopointe, it provides the ability to specify the "Fields" that display in the record info window popup on the map. Currently, users can add fields in one long list. It would be helpful if users were given the option to add "Section" breaks to the record info window popup to differentiate and sort fields into logical groupings.

    Salesforce's page layout for accounts, contact, etc. has the capability to add "Section" breaks. This feature would be very useful to add in Geopointe's record info window popup.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. Visual Difference in State and County Lines

    When mapping a territory by county, its very difficult to differentiate between the state and county lines.
    Is there a way to change the look or color of the State Line while mapping counties?
    Just something to make clear where the state line lies.
    Unless of course I am missing that this is available somehow... Thank you!

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow for realtime updates off URLs to KML feeds.

    There is the existing capability to pull in a KML file as well as the ability to put in a URL for a KML feed. This is great except it does not real time update. You have to repaste and save the URL to get most recent update. Example, pulling in KML feed from the National Hurricance Center (a live feed). T

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Progress Bar after completing a stop

    After picking their stops and adding to their route, is there a way to show a progress check box/bar/something similar to check off that they’ve completed that stop other than deleting from their route?

    2 votes
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to send a complete Geopointe report to another user.

    Not all of our Geopointe users are in the same office nor do they have the same skill set. We'd be interested in functionality that allows you to build a report with the option to forward that to another user via email. Once the end user receives the email, the link provided prompts them to Geopointe to view the report. Some of our data sets are complex so there is a lot of trial and error and we find ourselves forwarding the CSV attachment losing out on the Geopointe functionality!

    4 votes
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  11. Continuously show Field names in columns while scrolling down in the Mapped Data list view

    Submitted on behalf of Customer via support case

    When you search a data set with a large number of fields, it can be hard to keep track of which field's column you are looking at in the Mapped Data list view. Customer suggests possibly keeping the field name above the values dynamically while scrolling down through the results, so that they can more easily keep track of which field column they are currently viewing values for.

    8 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 GP_Assignment_Area 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 criteria get…

    34 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  16. Smarter Marker

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

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
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