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27 results found

  1. Export formal reports - reporting feature.

    A formal reporting feature within Geopointe would be helpful. I'd like to take the data and map and be able to export it into a report that would be clean and easy to read for our reps out in the field.

    25 votes
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    5 comments  ·  Mapping  ·  Admin →
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  2. Add option do remove markers from the maps after they are added to the route.

    This would help when creating routes using big datasets (not allowing to add duplicates)

    21 votes
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    1 comment  ·  Routing  ·  Admin →
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  3. Ability to show multiple routes on the same map

    It would be helpful to be able to show multiple routes on the same map, so for example if I wanted to share with someone where I'll be next week, I can share a map with the 5 routes showing.

    13 votes
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  4. Is it possible for an superior to show which routes his team has for today on the same map.

    Is it possible for an superior to show which routes his team has for today on the same map. For example:

    Tijmen is the Senior accountmanager
    Bram and Rob are the Junior accountmanagers

    Tijmen would like to view what the planning is for today. On this moment he wants to see in the map his own route. But he would also like to add the routes of Bram and Rob. So he would know in which zone which accountmanager is available.

    He would see on the map thee routes, the route of himself, Bram and Rob. If it is possible…

    10 votes
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  5. Import a csv or excel file with address to display on map to add to route (without adding

    Import an excel or csv file with addresses to display on map so reps can use it for route planning or adding to route (without having to add to SF).

    Our reps have their own competitor lists (that we do not always want to add to SF unless it is a closed sale) but they still want to display it on a map and be able to see how close to our customers they are near.

    Currently some of our reps use BatchGeo for this function.

    9 votes
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  6. Allow KML and shape files to be associated with Salesforce records

    We have a collection of various KML and GIS shape files that we would like to show on the map, as associated with a given opportunity, account, or asset. For instance, we have an account that we manage properties for. Each of the properties has already been created as a KML file. We would like to associate each KML file with that property, and assocatiate that property with the account.

    7 votes
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  7. Cross object fields returned in searches

    I understand this would take a lot of configuration, but if I am filtering by cross object, accounts with opportunities stage = closed won, be able to have those related opportunities fields display in the search results. If an account had multiple opportunities that met the criteria list the account multiple times in the results.

    7 votes
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  8. Would be great to save lists to "trips" that you could call back up--something like the add to Campaign, but would work with Accounts.

    It would be great to save lists to "Trips" that you could call back up--something like the add to Campaign, but would work with Accounts. "Trips" should be a reportable object within Salesforce.

    7 votes
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    We are confused by the term “Trips”. Can you clarify?

    From the description you gave, it sounds more like you are looking for a way to save lists of data you map in order to retrieve them again, but allow them to be against any objects (e.g Accounts) and not just leads/contacts like Add to Campaign. Is that right?

    Regardless of the name, it’s the ability to let you take results from the map and save them off somewhere so you can utilize them again, is that right?

    If this is the idea, we do like it, but might call it something generic like a “List”, but we get the idea.

    Another idea, if you like it…

    Salesforce currently has a feature (kind of new) called Topics for Objects. Suppose we were to have Geopointe check whether you’ve enabled topics for the object you are mapping and, if so, allow…

  9. Google earth Integration would be nice..

    We use the Google Earth app on our Desktops & iPhones to plot custom layers..
    - Currently your Map options dropdown only lists: Map, Satellite, & Open Street, as well as Street View..
    - Can Google Earth be added as an integrated option?

    5 votes
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  10. Allow Spatialkey Join to go back into Salesforce Records

    We use Spatialkey to match records to boundaries they're physically located in. We then use that information back in Salesforce for reporting. Right now, we have to export the data from SpatialKey and import it into Salesforce using the Data Loader. It would be great to have this happen automatically.

    5 votes
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  11. Ability to assign geographic shapes to a dataset.

    The ability to create a dataset in a public folder that you can share with other team members, and for a specific geolocation or shape to pull up when they view that dataset. For example, if you want to create and share a dataset for New York City leads, and always have that map view pull up with that dataset.

    4 votes
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  12. Specify Actions for Datasets

    Actions are control by object data. Create a method to limit actions to specific datasets. When mapping specific data on the map, allow actions to execute on the specific data matching the action. i.e. Allow actions on data for a reps territory but not allow actions on all data.

    3 votes
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  13. Demographics

    Add Demographics (e.g. US census data) to Spacial key.

    3 votes
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  14. Ability to shade/colour suburbs within a postcode rather than just the entire postcode.

    Hi, we are a Sydney based company would love to be able to use your mapping system but really need to ability to colour/shade individual suburbs within a postcode rather than just the entire postcode, i.e. post code 2100, has 6 suburbs in it and we would want to be able to colour these individually, rather than as a block. Thanks.

    3 votes
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  15. Grouping 2 sets of data together by location.

    It would be great if you could report out each location from one data set and then group a second data set to the point in set one that it is closest to. So each entry from data set 1 could have mulitple entrys from data set 2 listed with it and give the distance from.

    3 votes
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  16. Breakpoints on Markers by Field

    Would like to be able to add additional marker breakpoints in between other breakpoints after running and viewing the data set. Currently, additional breakpoints can only be added to the bottom of the list and all of the breakpoints and colors then need to be manually moved one by one.

    2 votes
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  17. Need Full-screen View

    Our Sales managers keep defaulting to Google Earth so I asked them why?

    • 1) Full-screen - they like the large full screen in Earth and say Geopointe screen is too small/confined..

    • 2) Distant Measurement - they have to measure distances between selected points

    Currently I'm having to export a bunch of KML exports from Geopointe on a weekly basis, so they can view SF data in Earth..

    2 votes
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  18. Generate a 'trip list' in a specifically selected order (without directions), with account details (addresses), for GPS inputing on the fly

    An offshoot of the routes & directions option.

    Generate a 'trip list' in a specifically selected order (without directions), with account details (addresses), for GPS inputing on the fly once on the road.

    Sort of a "print this route to pdf" as a list format, before clicking "Get Route".

    2 votes
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    1 comment  ·  Admin →
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    Can you give more detail as to how you input into a GPS? The reason I ask is that there are file types (.gpx comes to mind) that many GPS devices support. How do you enter data? Does your GPS allow you to import files? Can you email it a file for importing?

  19. route times

    We use servicemax for salesforce which assigns work orders to technicians with a scheduled start time. Work orders are a custom salesforce object. We would like to see the ability to use the scheduled times from the mapped work order object to create a route by technician.

    1 vote
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  20. Allow a String of Numbers to be Entered in the Filter Criteria.

    There are fields within Salesforce that contain a string of numbers yet I am unable to enter a string into the corresponding field in the GeoPointe app. Very frustrating as I have to add a new filter for each number. If anyone has a solution for this I'd love to hear it.

    1 vote
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