Geopointe Ideas

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  1. Progress Bar after completing a stop

    After picking their stops and adding to their route, is there a way to show a progress check box/bar/something similar to check off that they’ve completed that stop other than deleting from their route?

    3 votes
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    2 votes
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    0 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

    13 votes
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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    2 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    15 votes
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    under review  ·  3 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  7. Prompt me to create task when Checking out

    Often times my Sales reps will need to create a open task upon check-out. We would like the option for Geopointe to prompt users on wether they'd like a task to be created upon check-out.

    3 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. Enable printing of a mapped dataset

    We have many users who would like to print out a mapped dataset (without having to map a route and save to pdf, etc.). They use the print out as a reference while they work in other applications, etc. They'd like to be able to print right from the map and get something similar to the attached.

    85 votes
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    under review  ·  9 comments  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow for maps to be externally embedded on company website

    One of our uses for Geopointe is as a store locator. We are always adding new stores to our company's public website whereas our private internal map is hosted by Geopointe based on custom fields. It would be really nice if we could embed the map of our accounts on our website so that it could be controlled from within salesforce instead of having to manage the map outside of salesforce. If there were an HTML embed code for each map data set collection allowing the map to be externally embedded that would be huge for us!!

    74 votes
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    under review  ·  9 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  13. Calculate Total Mileage

    Ability to calculate mileage based on Salesforce meetings/calendar. Export the route and mileage either daily/weekly etc. Big time saver for salespeople in the field that need to submit mileage type expenses.

    20 votes
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    under review  ·  1 comment  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Drive thematic maps legend by specific totals

    Add a thematic map setting that allows for the legend to have the specific totals, not just a range.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Button lookup field using Lightning lookup instead of classic

    When we create an "Add new" button in Geopointe, and the layout contains a lookup field, the lookup field is still using the classic "Magnifying glass" method.
    It would be better to change this to the lightning lookup so the user experience is consistent for users more familiar with lightning.

    6 votes
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    1 comment  ·  Mapping  ·  Flag idea as inappropriate…  ·  Admin →
  16. Same location marker setting driven by State or other criteria

    Add a ‘Same Location Marker’ setting that allows you to define the same location based on criteria such as State, not just the exact same location.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Show count on thematic map shape (without hovering over)

    Add a thematic map setting that lets you create a static version where the data is shown on the map for all shapes at the same time instead of one by one as it is now. Basically, a label that shows record count instead of having to hover over the shape to get insight (i.e. record count, aggregate info)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add option to use “native ESRI/ArcGIS” data in Geopointe.

    We would like to see seamless integration with our maps in ESRI/ArcGIS..
    - In order to use our ESRI/ArcGIS maps, we have to export to KML
    - Then split into multiple files so they will plot in Geopointe because of "node count" limitations?
    Please allow more options to plot external maps inside Geopointe with:
    - larger Node counts
    - larger file sizes

    - more map types

    1 vote
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    0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  19. Filter Option for Users appearing in Sharing Picklist for Route Sharing

    For purpose of Route Sharing, there is "Sharing" Picklist provided, which holds all GeoPointe Users, with whom Route can be shared by selecting user and clicking on "Add Share" button.
    But when user base is large, and it involves different category of user sets, it becomes challenging to search user from Particular team or set and assign Route to intended user.
    So there should be an option to Restrict/Filter users appearing in search within Sharing picklist.

    6 votes
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    0 comments  ·  Routing  ·  Flag idea as inappropriate…  ·  Admin →
  20. Census information demographic for Canada

    Data demographic for Canada would be useful, as the demographic only seems to be for US right now.

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