Geopointe Ideas
42 results found
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Enable printing of a mapped dataset
We have many users who would like to print out a mapped dataset (without having to map a route and save to pdf, etc.). They use the print out as a reference while they work in other applications, etc. They'd like to be able to print right from the map and get something similar to the attached.
85 votes -
Allow for maps to be externally embedded on company website
One of our uses for Geopointe is as a store locator. We are always adding new stores to our company's public website whereas our private internal map is hosted by Geopointe based on custom fields. It would be really nice if we could embed the map of our accounts on our website so that it could be controlled from within salesforce instead of having to manage the map outside of salesforce. If there were an HTML embed code for each map data set collection allowing the map to be externally embedded that would be huge for us!!
74 votes -
Import shapefiles into Geopointe
Many customers use programs like ArcGIS to create territory boundaries that may or may not lines up with government boundaries. Rather than having to redraw those in Geopointe, it would be nice to be able to see and interact with those on the map.
37 votes -
Adding a route to a SF user's calendar
We would like the possibility for a user to affect a route to another user calendar in Salesforce. By specifying a day the whole route would be added to the user calendar with the time specified in the route.
28 votes -
Ability to save a specific search
Data Sets are great and very flexible, but I'd love to be able to save a detailed search. Perhaps I want to regularly search 50 miles around a specific address and color the pins by a certain field. I'd love to be able to bookmark that situation and run it rather than having to recreate it manually.
It's not difficult to recreate the search, but being able to save those very specific searches could be nice.
26 votes -
Choose Calendar to Import to Route / Map
New import calendar feature is nice but it only allows you to map our own calendar. We have a call center who schedules appointments for our providers. They need access to import the provider's calendars rather than their personal calendar (ideally, with the ability to overlay multiple calendars on the screen) so that they compare accounts in the area and appointment availability.
Solution: add lookup field for user's to select which user's calendar to import.
21 votes -
Calculate Total Mileage
Ability to calculate mileage based on Salesforce meetings/calendar. Export the route and mileage either daily/weekly etc. Big time saver for salespeople in the field that need to submit mileage type expenses.
20 votes -
Allow non-geopointe Admin users the ability to create folders
Rather me the Admin creating folders for user, I would love it if my Sales reps could create their own folders to stay organized. I understand the modeling around folders work like Report folders in SF, but it be nice if my sales reps could share folders with one another. This would limit some of the administration around creating folders, sharing, etc.
15 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 -
Toggle current weather on and off
With our business we are constantly monitoring the weather. To be able to visually see certain account in certain regions and toggle the weather as you can with the traffic on and off would be awesome. Would need a live weather feed from Weather channel or some outside source.
13 votes -
Add Geopointe map to records in SF
This might already be possible and I just can't find it? We'd like to be able to use the Geopointe map from our SF records (e.g. replace the native map icon on contact records with the Geopointe map). We have this ability in the desktop version of SF, but not in SF1. For example, from a contact record in the desktop version of SF we have a Map button, that when selected, drives the user to a Geopointe map centered on the contact record we just left. However, in SF1, we have a native mobile map icon that does not…
10 votesUnderstood. We only have so much control in Salesforce1, but will begin to have more and more over time. One option now is a “mobile card” that exists on a page layout. We’ll look into it and see if the map from the web version can simply be enabled for mobile and, if not, look into a mobile option.
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Search nearby an entered address
One of the things we use Geopointe for is to advise end-users about the nearest resellers. This currently requires 2 steps: 1st enter the end-user address in "address and places" search, 2nd switch to the Dataset search to search for accounts "Nearby".
It would be great to be able to do this in one flow, i.e. to have the possibility to search for an address on the Dataset search tab under the Nearby option.10 votes -
Include congressional district information
When geocoding an address also bring back legislative districts such as US House, State House, State Senate. City level information would be fantastic too.
9 votesYou are asking about data appending services, which we are investigating. More immediately, we will be providing the Congressional District boundaries for you to lay onto the map and then search inside of.
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chatter on check in
Ability for a user to @mention someone (i.e. their manager) in their check out post. This way their manager is quickly notified of how the meeting went. Avoids use of email.
7 votes -
Allow for NAIC Code Prospect Search
Being able to use the latest search feature to find new prospects and locations via NAIC code would be invaluable to businesses that generate prospective customers based on their specific line of business. Integrating this with your advanced mapping tools would greatly increase the efficiency of on-the-go searches for nearby businesses.
7 votes -
See the data list without needing to scroll down the page
When I map data, I see the map first and a list below. The list is great because it has all of the details, but it would be really nice to see the list of records inline with the Map so I don't have to scroll down. Even if it's not the entire table and just the name of the record, that'd be a big win.
6 votes -
Add search capability to look up accounts and contacts from Salesforce directly from Geopointe
It would be great to have a search option within Geopointe instead of having to search from Salesforce and clicking the "Map" button. It would also be a great addition if I could search for multiple records by name (also within geopointe) and see the pins on the map.
6 votes -
Open Multiple Location Flags (or pin names) at the same time.
As all the pins appear, we naturally hover over each to see who they are. Then we click into the Pin to see the details flag. Back and Forth, Back and Forth... I'd love to be able to keep multiple flags open at the same time. Having the flag location be adjustable for printing maps would be great too.
6 votes -
Aggregate Data by State/Province
For marketing purposes, I would love to have a map that shows all the accounts we serve in each state/province in the US and Canada. It would be great if, instead of a single pin for each account, I could have a marker in each state labeled with the number of accounts served in that state. Even cooler would be if the markers were large for states with a lot of groups, and small for states with fewer groups.
5 votes -
Expand filter criteria on SpatialKey Visualization
Currently for SpatialKey filter-only pod only "equals", "contains" and "begins with" are available for criteria. Would like to see not equal to and does not contain for additional criteria
4 votesPassed along with SpatialKey
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