Geopointe Ideas

How can we improve Geopointe?

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  1. 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  ·  Admin →
    • Ability to set radius from the map when creating a circle shape.

      I like creating circle shapes around a particular location, but it would be even better if we could set the radius of the circle, like you can when making a shape field.

      1 vote
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      • 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  ·  Admin →
        • South African provinces

          Would it be possible to add provinces into the South African map, so that specific provinces can be selected?

          1 vote
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            0 comments  ·  New Concept  ·  Admin →
          • Creating a sub folders under the Shape folders

            It would be great if we can have ability to create sub folders for the Shape folders. This will make us to organize the territories better.

            5 votes
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            • 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  ·  Admin →
              • 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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                  3 comments  ·  Mapping  ·  Admin →
                • 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…

                  5 votes
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                    1 comment  ·  Mapping  ·  Admin →
                  • 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.

                    3 votes
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                      0 comments  ·  Mapping  ·  Admin →
                    • 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  ·  Admin →
                      • subtract shapes

                        You can add multiple shapes to a map but can you add one shape and then subtract where it overlaps another shape?

                        A use case would be distance from a point in multiple circles. Say you want from 50 miles away to 100 miles away from a fixed point. You would need to make a 100 mile radius circle, then a 50 mile radius circle and remove it from the 100 Mile one, creating a ring.

                        Or if your territory was all Illinois except for Chicago, it would be great to put an Illinois shape on the map and subtract/cut…

                        3 votes
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                        • Select many rows in list by using Shift

                          When selection many consecutive rows in the list below the map you need to select on by one. It would be great if you could select many by using Shift as you do in many applications.

                          4 votes
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                          • 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)

                            3 votes
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                              0 comments  ·  Mapping  ·  Admin →
                            • 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  ·  Admin →
                              • 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  ·  Admin →
                                • 1 vote
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                                  • Import shapefiles into Geopointe

                                    Many customers use programs like ArcGIS to create territory boundaries that may or may not lines up with government boundaries. Rather than having to redraw those in Geopointe, it would be nice to be able to see and interact with those on the map.

                                    25 votes
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                                    • 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.

                                      3 votes
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                                        0 comments  ·  Mapping  ·  Admin →
                                      • Allow for NAIC Code Prospect Search

                                        Being able to use the latest search feature to find new prospects and locations via NAIC code would be invaluable to businesses that generate prospective customers based on their specific line of business. Integrating this with your advanced mapping tools would greatly increase the efficiency of on-the-go searches for nearby businesses.

                                        7 votes
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                                          under review  ·  3 comments  ·  New Concept  ·  Admin →
                                        • Allow field set for Assignment Area page layout.

                                          On the assignment Area object there is a User field that we can use to assign the owner of a record. We are finding that in our territories we need to assign more than one user to different fields. A manager field, a partner user field... ect. I can create a new user lookup field and then in our Process Builder automation I can trigger an update to the field. The problem is that the users cannot update the new custom field on the Assignment Plan because it does not show up on the Assignment Plan edit page.

                                          if you…

                                          6 votes
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                                            planned  ·  0 comments  ·  New Concept  ·  Admin →
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