Submitted on behalf of Customer via support case

When you search a data set with a large number of fields, it can be hard to keep track of which field's column you are looking at in the Mapped Data list view. Customer suggests possibly keeping the field name above the values dynamically while scrolling down through the results, so that they can more easily keep track of which field column they are currently viewing values for.

Data Set Fields Section Breaks

When creating a new data set in Geopointe, it provides the ability to specify the "Fields" that display in the record info window popup on the map. Currently, users can add fields in one long list. It would be helpful if users were given the option to add "Section" breaks to the record info window popup to differentiate and sort fields into logical groupings.

Salesforce's page layout for accounts, contact, etc. has the capability to add "Section" breaks. This feature would be very useful to add in Geopointe's record info window popup.

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?

Not all of our Geopointe users are in the same office nor do they have the same skill set. We'd be interested in functionality that allows you to build a report with the option to forward that to another user via email. Once the end user receives the email, the link provided prompts them to Geopointe to view the report. Some of our data sets are complex so there is a lot of trial and error and we find ourselves forwarding the CSV attachment losing out on the Geopointe functionality!

The default fields- such as Distance, name or address- should be able to be adjusted in the Mapped Data list view- or removed if needed.

When clicking on the map button, it will not populate fields in that one record you clicked the map button from.

We would like fields to populate when clicking map button so you can see details about that record without needing to go to the record itself

When adding a shape to the map, add "City Limits" to options. Currently you can only choose Zip code, county, district etc.

We need to reduce the time that the batch job that assigns new users based on our assignment plans. The batch is currently set for four hours.. We realize we can turn the job off and create our own jobs. (http://help.geopointe.com/customer/portal/articles/2092104) However, we want it to run hourly so we'd rather not have to schedule 12 jobs.

When pulling information on shapes, the only data populated is information tied to data in Salesforce.

It would be useful to instead be able to pull all information associated with a shape (i.e. all zip codes within a shape, regardless of data points). The data is already there, it's just a matter of accessing it once someone builds a shape from "county" or "state" vs. "zip codes"

The Geo Shapes mapping feature is very useful and has a good deal of ways to define the shapes based on State, zip/postal code, etc. A noticeable downside is increased lag as the layers become more granular. This is especially problematic when creating large shapes based on full zip/postal code.

A great addition to the Geo Library Shapes would be the ability to create layers based on 3 digit zip/postal code (e.g. 928**). This provides a good level of granularity and reduces the complexity when creating larger shapes layers (e.g. Sales Territories/Regions).

Currently, we can map events if they relate to accounts. It would be great if we could map events that relate to leads too.

Would be great to be able to be able to create reports showing names of Territory-assigned owners, along with the Zip codes / area names that they are assigned to.

(On behalf of customer)

When you click "edit" on a shape and are working on a small point it zooms out to the larger shape. If I am working on the zip level of a state wide shape then I have to re-zoom in to find my place. It would be nice if you edit the shape and it stays where you are working.

...with a simple drawing tool for their borders.

I like to have the possibility to do check-in and check-out directly on an event and the check-in should be related not only with standard object(like account) but also to custom object related to an event.So if I do a check in on an event it check-in must be related both to the event and the related object and the distance should be calculated considering the related object position.
This is time saving and great for our information database.

The Account Contact Relationship functionality added in Summer '16 makes it easy to attach contacts to multiple accounts, without having to create a junction object. It would be great to be able to use this feature with Add to Campaign.

Our sales rep love Salesforce/Pardot's Engage email campaign tool. They also love Geopointe. It would be phenomenal if you could build an integration between the two, enabling a sales rep to map a group of contacts/leads in Geopointe and click the Action button to email them via Engage.