Geopointe Ideas

How can we improve Geopointe?

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  1. 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 →
    • 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)

      8 votes
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        2 comments  ·  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 →
        • Need Map button on record in SF1

          Right now, I use the publisher action in SF1 to mimic the map button on the record in Salesforce desktop version
          http://help.arrowpointe.com/customer/portal/articles/2096553.

          The problem with option is that I often lose my position and unable to navigate back to my record where I clicked on the map publisher action.

          Would it be possible to add a map button in SF1 that will allow me seamlessly navigate back to my record?

          4 votes
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            0 comments  ·  Mobile  ·  Admin →
          • 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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              • 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…

                5 votes
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                  1 comment  ·  Admin →
                • 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 →
                    • 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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                        4 comments  ·  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.

                        6 votes
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                          0 comments  ·  Mapping  ·  Admin →
                        • 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 →
                          • 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 →
                            • 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 →
                              • 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.

                                6 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.

                                  4 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 →
                                      • 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.

                                        31 votes
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                                        • 1 vote
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