Geopointe Ideas

How can we improve Geopointe?

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  1. Map by multiple criteria

    I often have to pull data that must include both people in a given location and people that have a relation to a given even within that location even if they are outside that location.
    An example;
    I am holding an event in NYC
    I want to send an invitation to people within X miles of the event and I want to send an invitation to anyone that has attended that event in the past, even if they live outside the radius that I set.
    Currently,
    I need to run the radius report
    Then I need to run the event…

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  2. integration with Hubspot CRM

    Same support as you have with Salesforce.com in terms of mapping routes for new and existing opportunities

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add UK Postal Districts to the UK Shape Library

    It would be helpful for territory mapping if Geopointe included just the postal districts in their Geopointe shape library as well as postal codes.

    For example, a full postal code might look like NN8 6UY. It would be helpful for us to be able to see all of "NN" as 1 shape.

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Batch email assigned routes for non-profits

    Nonprofits meal delivery programs use geopointe. It is cost prohibitive to give every volunteer access to geopointe. It would be helpful after assigning routes to batch email routes to non-geopointe users.

    1 vote
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  5. Set default marker styles/colors

    It would be cool to be able to set default marker colors on a map object so that any data sets created would start with that as a default and perhaps even be able to lock it so that only certain users could override that when creating data sets. The use case here for our client is that we want to be able to set the colors for opportunity stages so they are consistent across the company.

    It might also be nice to be able to apply that default to all data sets created from that map object after the…

    7 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add an Import button with SalesLoft

    I would like to export a list from Geopointe into Reports as a Contacts and Accounts report OR import it directly into SalesLoft. Right now we have to export a list of accounts to CSV, copy the account IDs, paste them into a contacts and accounts report on a line within the filters, and then export that report. SalesLoft said this might be possible because they recently opened the possibility for partners to create that type of button.

    21 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow for the ability to change "Label" text colors and background colors.

    It would be helpful to be able to edit the text color and background color when displaying "labels" rather than "markers" in a data set. The black text with white background does not appear well on some maps.

    Posted for a customer.

    3 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Assignment Plans to Change Owner to a Queue

    I would like the ability to have an assignment plan change the owner to a queue, not just an individual user or partner user.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add census tracts to geo library

    It would be incredibly helpful to have census tracts as a shape you can select in the geo library (like zip code, congressional district, etc). It would help us target properties that could be eligible for specific federal programs.

    8 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  10. Export Shape Field shapes to KMZ/KML

    While it is possible to export Standard or Geo Library shapes, it would be nice to export Shape Field shapes as well, so we could export a data set of records AND their associated shapes.

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Include route fields when exporting to CSV

    I use route fields to show important information about my appointments, such as primary contact name and phone number. However, when I export the route to a CSV, only the name, address and start/end time appears in the spreadsheet.

    If I set up a route to show a specific set of route fields in the Geopointe interface, please allow those to also appear as columns when I export to CSV

    7 votes
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    1 comment  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  12. location development for businesses

    i have a new idea which will target businesses and employees. Simply it is the end for finger prints and swiping the cards. All will be related to mobiles and will calculate the working hours all automatically.

    need to get in touch with someone so i could illustrate more.

    3 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sort fields smallest to largest

    Our unit field on the address is a text field as we have numeric values (ex. 101, 102) and text values (ex. main, lobby) in this field. Therefore, in a scenario where I am trying to sort a townhouse complex with unit numbers 1-40, I get 1, 10, 11....19, 2, 20..etc. It would be helpful if we could sort text fields smallest to largest where numbers are sorted in correct numerical order with alpha characters sorted in alphabetic order after the largest number (ex. 1,2,3....9,10,11...99, 100, lobby, main).

    2 votes
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    0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow for realtime updates off URLs to KML feeds.

    There is the existing capability to pull in a KML file as well as the ability to put in a URL for a KML feed. This is great except it does not real time update. You have to repaste and save the URL to get most recent update. Example, pulling in KML feed from the National Hurricance Center (a live feed). T

    1 vote
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Provide a "Check-In" option that doesn't write the Comments to the Subject field.

    Our sales manager just noticed that his "Activity Reports" are no longer easy to read because of the way Geopointe codes the check-in?

    - The "Comments" are added to the end of the "Subject" field
    - This skews the Activity reports that are grouped by that "Subject" field because there are now "too many" unique subjects?

    What do you recommend as a fix for this?
    - Is there a way to not have the comments saved/appended to the Subject field?
    - Is there a way to "dynamically bucket" the subject in a report?

    11 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  16. See Assignment Area shape from URL parameter click

    I'd like the ability to see the shape(s) a record has been assigned to with the click of a button. It would be similar to the &id= parameter with a shape field attached, but would allow me to see the area(s) it's been assigned to.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    12 votes
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    under review  ·  3 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  18. Remove the Limit Search

    When working on getting the big picture for an area, it would be nice not to be limited to only 20. Working in a small area that may be ok. But being able to see all the coffee shops in a metro area would be much more helpful.

    7 votes
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    needs more feedback  ·  2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  20. The ability to use Assignment Plans for lead assignment rules.

    We allocate leads via the Salesforce lead assignment rules when they come in off of a web form.

    We would like to replace our current method of assigning them through a number of rules with the Assignment Plans functionality, but right now the process of geocoding and assigning doesn't handle the process quick enough to do so.

    7 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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