Geopointe Ideas
240 results found
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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 -
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 -
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 -
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 -
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 -
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 GPAssignmentArea 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…
34 votes -
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 -
Smarter Marker
...with a simple drawing tool for their borders.
1 vote -
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 -
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 -
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 -
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 -
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 Bagdy1 vote -
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 -
Don't Auto zoom out!
When you click "edit" on a shape and are working on a small point it zooms out to the larger shape. If I am working on the zip level of a state wide shape then I have to re-zoom in to find my place. It would be nice if you edit the shape and it stays where you are working.
9 votes -
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 -
Some Routing Features That Would Help
It would be awesome if we could have the following aspects to assist routing.
Default time allowed to be set for your appointments eg 45 mins - user set and can be changed if longer or shorter.
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.
When a route is built with this method, this information should be also displayed in the…
3 votes -
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 -
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 -
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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