How can we improve Geopointe?

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 views all existed already as Account Views.

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    Patrick KloiberPatrick Kloiber shared this idea  ·   ·  Admin →

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