Geopointe Ideas

How can we improve Geopointe?

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  1. I have over 400 accounts in the state of Iowa. It would be nice to have a feature that you can set to notify you if you are driving and you

    I have over 400 accounts in the state of Iowa. It would be nice to have a feature that you can set to notify you if you are driving and you are a certain distance from an account. You could set the distance in miles, and have the app push a notification that you are within (User set the number of miles) a certain number of miles. There are many times when I am deadheading to an account and I wonder if there is an account in a town that I am driving by that I could make a quick…

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pin logic

    Create the ability to add logic to the pins. For example create green pin markers for all the Accounts with a custom field attribute of A and have been called on in the Last 30 Days and create red pin markers for the Accounts with a custom field attribute of A and have been NOT been called on in the Last 30 Days.

    Currently I have to create 2 search queries for every data set. This is cumbersome and is creating folders with an over abundance of data set to sort through and manage.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Coloring Address Lines

    We would love the ability to be able to color-code address lines so that the viewer can see immediately if there are any issues with one of the addresses.

    For example, we use the mapping to keep track of scheduled appointments. If an appointment is in danger of being missed due to the current time, it would be nice to see that on the list. See the attached screenshot.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save a data set or shape "membership" to a Record

    My Sales Reps would like a way to save their shapes and data set information to a record. For instance, if there are 20 Accounts in Shape #1, those 20 accounts would somehow be marked as being in that shape. This could allow reporting and account management by region/group. It could also make shapes available on the Mobile App.

    It would be best if you could choose to mark the record as part of the shape so you wouldn't just have everything automatically push to the record. Similar to "Add all to campaign" but maybe you could pick certain shapes…

    19 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  5. Edit shapes from the Library

    It would be great if after saving a shape from the shape library you could edit it like you can with a drawn shape. For instance if a sales rep's territory is an entire state and a bit of one next to it (bordering metro area, large town near the border of a big state, etc)

    8 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to easily search only visible shapes

    Can we add a checkbox on the data set tab under "clear map on search" that is "search only visible shapes"?

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    under review  ·  2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  8. Choose different marker sizes

    I would like to be able to use smaller markers/pins on the map, especially when mapping larger data sets in smaller areas, or larger sets across the US

    16 votes
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    4 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow you to set mappings by record type, not just by object.

    It would be very helpful to be able to map record types.

    My use case is that we have 2 different account record types, one has a billing address and the other has a shipping address. Because they are all Accounts I can only set the mapping to one set of addresses. You can't create a new address field in Salesforce so I can't set up a work around formula field that picks the right address to use.

    6 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow measure distance tool with shapes

    I can't use the measure distance tool when I have shapes on the map because when I click a point in the shape, it just highlightes the shape, not placing a finish point for the distance.

    4 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show Specific Data Set Totals on Shapes

    It's great that when I have multiple searches on the map that I can see the total number of records inside of a shape. This works especially well when my searches are two different map object types (ex. Accounts vs Contacts). However, sometimes I want to compare the numbers of two data sets within a shape. It would be great if when viewing a shape I could see the total records but then also see the records broken out by data set, especially when running searches on the same map object (ex. Total = 9; Accounts (Customers) = 4; Accounts…

    8 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Transport links to be included as an optional search filter

    We use Geopointe heavily when planning our seminar and event activity. Links to public transport need to be considered but always need to be planned outside of Geopointe.

    I would like to see an optional filter (check or uncheck to show/hide) that shows train/ tube (subway) station locations in order to give additional information to our attendees and plan events at the most accessible locations.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  13. Choose which filter fields come from SF.

    It would be really helpful to be able to limit which filter fields pull from Salesforce so you can remove hidden fields and others that you don't need in Geopointe so they won't clutter up the list and confuse end users. For example, have something in the Geopointe setup where you would have all fields from SF on the left and you could move the ones you want to be in Geopointe to the right.

    4 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search field list when creating filters

    It would be great if you could search the list of filter fields like you can in Salesforce report building. So if I was looking for "invoice date" but had multiple date fields (close date, invoice dat, start date, etc) I could search the word "date" and see everything with "date" in the field name even if it wasn't the first word in the field.

    4 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Cutomize hover information

    Would like a way to turn on hover information in regular mode on the map like it is in record selection mode.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add capability to "save" a map

    It would be ideal to have a method for saving a map view. For example, if I zoom the map to my desired location, add a few data sets, and add some shapes, it would be great to capture that map state. That way I can open the map without having to search for my data sets, re-add desired shapes, etc.

    44 votes
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    3 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow Multiple Fields to have Custom Marker Color within Data Set

    Instead of having to view separate layers of data sets, it would be nice to have multiple fields with their own color codes within a data set.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  19. Color Rules Bucketing of Undefined Values

    Example: color rules are defined for a handful of zip codes. Currently, the application will still assign different colors to every other zip code not in the pre-defined list, but with the default color scheme. Instead, we would like to be able to color specific zip codes and have all other zip codes be the same color.

    92866 - Blue
    92840 - Yellow
    Any other value - Gray

    7 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Control visibility on auto-load KML maps

    We auto-load multiple KML layers onto our standard maps, but would prefer that most of the layers loaded turned 'off/not visible'. We like having the maps autoload so that we don't have to load the KML layer everytime, but have to then turn off all the layers to see one layer at a time.It just needs on more set of checkboxes next to 'autoload' something like 'hide on autoload' -

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
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