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104 results found

  1. Cloning/copying data sets

    A function/button that lets us clone/copy an existing data set and alter some values in the filter. We could then save that cloned data set under a different name. I'm currently having to recreate very similar data sets from scratch. These data sets have similar markers/additional fields but different filter criteria. This function would be greatly appreciated.

    1 vote
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    This functionality exists today. When editing an existing Data Set, you can choose to Save As instead of Save. This allows you to make a copy of it. We are working on ways to make this more obvious, but the capability does exist today.

  2. industry

    It would be great if we could segregate leads by industry/vertical.

    1 vote
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    1 comment  ·  Mapping  ·  Admin →
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  3. More geometry shapes in Norway: County and Municipality

    I would like to use the Thematic Map feature to show data per county and municipality in Norway. Today you can only use zip code.

    21 votes
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  4. Allow manual search via input of Latitude/Longitude coordinates in search bar

    Support searching the map by manually-input Latitude and Longitude coordinates, in the Search Bar. For those who receive locations by coordinates, such as some Nautical or Military venues.

    10 votes
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  5. I am not able to log a case

    I am not able to log a case, the form is not getting submitted. Tried many times since last week. Any alternative way to reach support?

    1 vote
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    We have tested the form via several browsers and it seems work just fine. Make sure you have JavaScript on and no extensions that could be blocking scripts. You can also email help[at]geopointe.com.

  6. would like to see if a filter could be added for Lead Status to exclude "Unqualified" from results. This would help when prospecting leads.

    Would like to see if a filter could be added for "Lead Status" to exclude "Bad Email" from results. This would help when prospecting leads

    1 vote
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  7. 3 votes
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  8. account owner

    Why can't I choose "Account Owner" as one of my picklist filters?

    1 vote
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  9. Pick and choose which sub shapes I want as part of my territory

    Let’s say I have all county shapes showing in the State of North Carolina. I want to pick and choose which ones I want to keep on the shape. I'd like to go one by one and click remove when needed. Even a way to pick multiple counties at a time and/or remove multiple from map when needed.

    10 votes
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    1 comment  ·  Mapping  ·  Admin →
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  10. pulling multiple searches at once

    I have 8 searches that I would like to pull and display at once, right now I have to pull them one after the other by not clearing the map on search.
    should be easy to put a box to mark before each search set so I can mark all and map at once.

    6 votes
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    2 comments  ·  Mapping  ·  Admin →
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  11. Are there plans to use shapefiles derived from "real" USPS Zip Code mail delivery routes, instead of the outdated Census Zip Code Tabulation

    Are there plans to use shapefiles derived from "real" USPS Zip Code mail delivery routes, instead of the outdated Census Zip Code Tabulation Areas (ZCTAs)?

    As the US Census states on their site: "ZIP Code Tabulation Areas (ZCTAs) are generalized areal representations of United States Postal Service (USPS) ZIP Code service areas."

    https://www.census.gov/geo/reference/zctas.html

    Many companies utilize existing USPS zip codes to build territories, especially since the zip codes are built in to the actual physical address of the customers. If a company's sales territories are derived from USPS Zip Codes, directly aligned from customer addresses, approximately 20-25% of the time…

    59 votes
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  12. Creating a sub folders under the Shape folders

    It would be great if we can have ability to create sub folders for the Shape folders. This will make us to organize the territories better.

    44 votes
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  13. Geocode Correction

    Changing the geocode location of a pin back to the original location after you have manually moved the pin on the map.
    Right now you have to remove the Lat/Longs on the record and re-run the Geocoder, it would be nice to have a "reset" button.

    4 votes
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  14. export shape data

    The ability to export data within a drawn shape would be very useful for territory planning and analytics. This is a common feature in other mapping applications. The data (pins) within the shape would be a subset of the mapped data set.

    7 votes
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  15. Geocodes storage usage

    Geocodes storage space usage is extremely high compared to all of our other objects?
    - Need options to limit or decrease required space
    - Maybe allow local geocode storage on a share?
    - Maybe allow selectable, real-time geocoding for low priority datasets?

    10 votes
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    Geocodes can now be setup to require zero storage usage in your system. We refer to this as “on-record” geocoding and it is an option available when setting up a Map Object now. The gist is that you need to create fields on your main object to hold the data output from a geocode rather than storing it on the Geocode record.

  16. Capture Lookup field name

    Currently, when you add an Account lookup field it displays the name of the field on the lookup record and not the field name of the Lookup. For example, on an Account record, I have a lookup field name titled "Property Management Acct" that reference a different Account record type. When I add it as a field to show, it comes back as "Account Name" and not the Lookup Field name of "Property Management Acct"

    3 votes
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  17. Shapes by postcode/zipcode

    [UK] while shapes map to local authority and counties, we often go down to an even more discreet level by allocating area by postcode. This often means that counties can be split between reps.

    It would be outstanding if Geopointe could consider postcode shapes for assignment area purposes.

    14 votes
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  18. Fix Canadian mapping

    A good number of Canadian Addresses end up in the US. Why is this?

    1 vote
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  19. Allow customers to more frequently update their Geopointe data in a scheduled job.

    We use Geopointe to locate a shape and apply that to our territory management process - ultimately Geopointe is responsible for the ZIP codes that determine the ownership of the accounts within the shape.

    We would like to assign ownership immediately - but we have to wait for the Geo job and its 1 hour frequency... which is limited by SFDC.

    A process in which Geopointe can be run or triggered more frequently would really help those customers who are seeking a "close to real time" process.

    3 votes
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  20. Ability to create Salesforce fields showing distance between customer and fixed location

    Would love the ability to have a field that indicates distance from customer to fixed point. We have multiple offices and would like to be able to have fields set up that show distance from new prospects to each office.

    1 vote
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