Add custom fields into the Route list
When we map data, we can see custom fields. When we add them to a route, only the name and address go along with it. It'd be really nice if we could either specify the fields to be included or if the ones from the Data Set just went in automatically.
This was delivered in our June release. See http://help.geopointe.com/customer/en/portal/articles/2464537-geopointe-june-2016-release for all features delivered.
Jacquelyne Antu commented
Customer would like to be able to add Notes to Routes.
Patrick Kloiber commented
A work around for my last comment would be to edit the Account name in the Route and put in this information " Account ABC / JOHN DOE / 555-555-5555 " and then click Get Route to recalculate and click the Print/PDF button to get a Route Printout that would then show Phone and Contact on it. It would be nice if this information was available as a custom or standard field on the Route tab.
Patrick Kloiber commented
My Outside Sales Reps like pre-setting routes 1-3 weeks in advance after booking meetings/visits with accounts. The morning before traveling the Sales Reps will pre-select the saved route and populate it into their Geopointe Route Screen. The only complaint that they have is they print out the Route on Paper and the paper/pdf copy of the route does not include the Accounts "Phone Number" or main "Contact". If custom fields were added to the Route list I would envision having Account Phone and Contact next to each Account in the numbered Route list. Therefore, when the Sales Rep prints the Route out the morning of it would include all the data that they need.
The reason behind printing the list is, some reps like to call an hour ahead of the appointment and ensure that the contact is in the office and ready to meet, vs being out sick. This would help streamline the workflow and save reps time making confirmation calls day of appointments.
Any questions, please call me.
For our reps when driving need to see more info then just the address being mapped.... currently we have a custom object being mapped which is just a property and it only gives us a property name which is the property address and the address and nothing else so we have no home owner name or what type of lead it is and since our company has been with Arrowpointe/Geopointe for years hopefully it will be possible for this to happen soon
Calvin Firth commented
We need to be able to see the Sales force Contact and Phone number as well. This would be a big time saver for our reps.