Geopointe Ideas

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  1. 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
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. Cutomize hover information

    Would like a way to turn on hover information in regular mode on the map like it is in record selection mode.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Analytics / SpatialKey  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save a data set or shape "membership" to a Record

    My Sales Reps would like a way to save their shapes and data set information to a record. For instance, if there are 20 Accounts in Shape #1, those 20 accounts would somehow be marked as being in that shape. This could allow reporting and account management by region/group. It could also make shapes available on the Mobile App.

    It would be best if you could choose to mark the record as part of the shape so you wouldn't just have everything automatically push to the record. Similar to "Add all to campaign" but maybe you could pick certain shapes…

    20 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  7. Search field list when creating filters

    It would be great if you could search the list of filter fields like you can in Salesforce report building. So if I was looking for "invoice date" but had multiple date fields (close date, invoice dat, start date, etc) I could search the word "date" and see everything with "date" in the field name even if it wasn't the first word in the field.

    4 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. Saved routes order

    Ability to have the saved routes listed from newest to oldest. Currently my users have to scroll down to find the route they saved. In addition have the ability to filter routes by year and month.

    1 vote
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    0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow Multiple Fields to have Custom Marker Color within Data Set

    Instead of having to view separate layers of data sets, it would be nice to have multiple fields with their own color codes within a data set.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    under review  ·  2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Accounts imported into Geopointe from the Account View / Map Records feauture, does not allow filtering capabilities to those records

    We have many users that have created 20+ Account screen Views specific to their territory. When the account view is selected and "Map Records" is clicked all of the accounts do show up in Geopointe. However, from here we are unable to apply the Geopointe filter/dataset logic since the records were not created by a Geopointe native Dataset. I would like the ability to apply the dataset logic to records brought into Geopointe from a Account view list. Instead. This would save a lot of time, this morning i had to add 30+ dataset views for one user and these…

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow field set for Assignment Area page layout.

    On the assignment Area object there is a User field that we can use to assign the owner of a record. We are finding that in our territories we need to assign more than one user to different fields. A manager field, a partner user field... ect. I can create a new user lookup field and then in our Process Builder automation I can trigger an update to the field. The problem is that the users cannot update the new custom field on the Assignment Plan because it does not show up on the Assignment Plan edit page.

    if you…

    6 votes
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    planned  ·  0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    4 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  15. State Specific

    While I can run a query showing activity in a certain state, for display purposes, it would be helpful if I can select that only that state show up on the map.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Enable HTML Code for Website Mapping

    I use Geopointe for my pre-foreclosure data, and I like to share the maps with the world. I think it would be a great idea if you created code for users to add HMTL to their websites. If there is a way to export the data from Salesforce to a website, I think Geopointe could start bet other companies selling mapping software for website use.

    Thanks for all you do.

    Michael Nolen
    CEO, Delmarva Home Relief

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow Different Marker Colors for Route Locations

    I have created a data set that uses different colored markers for different types of opportunities. When I run a search, those various markers are displayed correctly. However, when I add them to a route and view the route (in the print PDF view), all the markers are the same color.

    Is there a way to show the different colored markers in the print PDF view? This would help our salespeople know which types of opportunities they are visiting.

    4 votes
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    1 comment  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Enable/keep "color by field" rules for routes

    We love the "color by field" option to have the markers themselves provide information...but that doesn't work when looking at a route. it would be helpful to be able to edit those markers. Or even better, when creating a route from a data set with markers, provide the option to carry the marker colors over from the data set.

    4 votes
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    1 comment  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Save accounts on map as a data set, not a route

    From Salesforce we can map a View from the Accounts tab and save it as a route. It would be very helpful to have the option to save that collection of accounts as a data set as well.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Control visibility on auto-load KML maps

    We auto-load multiple KML layers onto our standard maps, but would prefer that most of the layers loaded turned 'off/not visible'. We like having the maps autoload so that we don't have to load the KML layer everytime, but have to then turn off all the layers to see one layer at a time.It just needs on more set of checkboxes next to 'autoload' something like 'hide on autoload' -

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