Geopointe Ideas

How can we improve Geopointe?

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  1. Search by shape via API

    Searching by a Map Object's shape would be very useful. We need reports on contacts in someones "territory".

    6 votes
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      acknowledged  ·  1 comment  ·  New Concept  ·  Admin →
    • Add Note to Mapped Data

      Add a note while in mapped data list view.

      3 votes
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        1 comment  ·  Admin →
      • Don't allow multiple clicks on "save" button

        Currently when creating new accounts in Geopointe using the "Create Account" button, it is possible to click the "save" button multiple times and each click creates a new duplicate record. This is a big problem for our sales reps working with slower internet connections who might not know if the first click worked if there is a delay, and for "click-happy" reps who click multiple times if they don't get an instant response. The button should grey out after you click it or at least not create more records when you click it multiple times.

        3 votes
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        • Aggregate Data by State/Province

          For marketing purposes, I would love to have a map that shows all the accounts we serve in each state/province in the US and Canada. It would be great if, instead of a single pin for each account, I could have a marker in each state labeled with the number of accounts served in that state. Even cooler would be if the markers were large for states with a lot of groups, and small for states with fewer groups.

          5 votes
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            under review  ·  1 comment  ·  Mapping  ·  Admin →
          • 10 votes
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              3 comments  ·  Mapping  ·  Admin →
            • Schedule hotels:

              Search itineraries across multiple days and identify the most central hotel; perhaps even linking to reservations page

              4 votes
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                0 comments  ·  Mapping  ·  Admin →
              • More "Smart-Mapping" Integration into Salesforce

                Stepping back a bit from SF & Maps, it seems like Geopointe is not integrated enough "into" normal SF daily routines? such as:
                > When working within Salesforce :
                - adding a Map to an Account, Contact, Lead, Opportunity (how do I/end-user easily/quickly add a map to a layout?)
                - adding a Map to a List-view (end-users need to be able to quickly/on-the-fly view all/filtered customers on a map)
                - adding Map Export options (management needs to be able to quickly/on-the-fly export all/filtered customers to excel/kml/etc)

                > Having to "stop" and load the Geopointe app, then "think" thru data-sets &…

                3 votes
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                  0 comments  ·  Mapping  ·  Admin →
                • Expose Active Filters via Merge Fields in Custom Actions

                  In the custom actions area, it allows you to expose merge fields to use as POST parameters for a VisualForce page. It would be great to be able to expose the active filter information such as data set(s) and or geographic shapes. What can be done with this information is creating custom actions that could log this information for auditing purposes in a separate object such as when you add campaign members, you would want an audit trail of the criteria used to pull that audience.

                  3 votes
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                    0 comments  ·  New Concept  ·  Admin →
                  • Pick and choose which sub shapes I want as part of my territory

                    Let’s say I have all county shapes showing in the State of North Carolina. I want to pick and choose which ones I want to keep on the shape. I'd like to go one by one and click remove when needed. Even a way to pick multiple counties at a time and/or remove multiple from map when needed.

                    10 votes
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                      under review  ·  1 comment  ·  Mapping  ·  Admin →
                    • Sort alphabetically with blanks last

                      It would be helpful if when sorting a column alphabetically the blank values would be at the bottom instead of the top. My accounts are ranked A, B, and C, but not all of them have a value in that field. When I sort A-->Z, all the blanks are at the top instead of the As. It's the same way in Salesforce for most column sorts, but it's annoying.

                      2 votes
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                      • Hex Color in Custom Shapes

                        Make Hex color codes input available when creating custom shapes and not just the color gradient.

                        2 votes
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                          1 comment  ·  Mapping  ·  Admin →
                        • Please return more results from each map view search. It helps to find more possible leads when reps are out or planning to go out..

                          Please return more results from each map view search. It helps to find more possible leads when reps are out or planning to go out..

                          1 vote
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                            1 comment  ·  Mapping  ·  Admin →
                          • Multiple google search layers on Geopointe AND Mass create records

                            We would like to see multiple layers of address & Places results(Google Search) on the map kind of like the clear map on search checkbox (e.g. show me Albertsons stores and Vons) It be nice to have something like a Clear map on search checkbox like the one used on the dataset. Once I have this data it be nice if I could 'Mass Create Records' on the map.

                            Then mass create records.

                            7 votes
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                              0 comments  ·  Mapping  ·  Admin →
                            • 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  ·  Admin →
                              • Remove dots from an existing shape while editing

                                Can we delete dots when editing shapes? When you have shapes that are very complicated/have many dots, and want to adjust the shape you have to move all of the existing dots without the ability to remove some of them if they are no longer necessary. So if you are going from a complicated/curvy line to a straight one, you'll have tons of dots to move all to a stright line.

                                6 votes
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                                  1 comment  ·  Mapping  ·  Admin →
                                • 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  ·  Admin →
                                  • 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  ·  Admin →
                                    • 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.

                                      4 votes
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                                      • 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  ·  Admin →
                                        • Save Data Sets to Campaign when Adding Campaign Members

                                          Geopointe is a great marketing tool for identifying opportunities and adding contacts and leads to campaigns. If you were to go back and review that campaign at a later point, there is no way of knowing what kind of data sets (filters) and shapes were used to create that campaign. There could be several audiences that could be pulled for this campaign with highly targeted criteria. You would either have the marketer manually enter the filtering criteria which is not effective or have to save a new data set for each audience segmentation then create a joint object to manually…

                                          3 votes
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                                            0 comments  ·  New Concept  ·  Admin →
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