Geopointe Ideas

How can we improve Geopointe?

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  1. 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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      • Add capability to "save" a map

        It would be ideal to have a method for saving a map view. For example, if I zoom the map to my desired location, add a few data sets, and add some shapes, it would be great to capture that map state. That way I can open the map without having to search for my data sets, re-add desired shapes, etc.

        41 votes
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          3 comments  ·  Mapping  ·  Admin →
        • 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 Different Marker Colors for Route Locations

              I have created a data set that uses different colored markers for different types of opportunities. When I run a search, those various markers are displayed correctly. However, when I add them to a route and view the route (in the print PDF view), all the markers are the same color.

              Is there a way to show the different colored markers in the print PDF view? This would help our salespeople know which types of opportunities they are visiting.

              4 votes
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                1 comment  ·  Routing  ·  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 →
                • Saved routes order

                  Ability to have the saved routes listed from newest to oldest. Currently my users have to scroll down to find the route they saved. In addition have the ability to filter routes by year and month.

                  1 vote
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                    0 comments  ·  Routing  ·  Admin →
                  • Enable/keep "color by field" rules for routes

                    We love the "color by field" option to have the markers themselves provide information...but that doesn't work when looking at a route. it would be helpful to be able to edit those markers. Or even better, when creating a route from a data set with markers, provide the option to carry the marker colors over from the data set.

                    4 votes
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                      1 comment  ·  Routing  ·  Admin →
                    • Allow Multiple Fields to have Custom Marker Color within Data Set

                      Instead of having to view separate layers of data sets, it would be nice to have multiple fields with their own color codes within a data set.

                      1 vote
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                        0 comments  ·  Mapping  ·  Admin →
                      • 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.

                        9 votes
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                        • Remove duplicate accounts when adding to route from a shape.

                          This would be very helpful when overlaying multiple data sets that display duplicate accounts.

                          6 votes
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                            0 comments  ·  Routing  ·  Admin →
                          • Accounts imported into Geopointe from the Account View / Map Records feauture, does not allow filtering capabilities to those records

                            We have many users that have created 20+ Account screen Views specific to their territory. When the account view is selected and "Map Records" is clicked all of the accounts do show up in Geopointe. However, from here we are unable to apply the Geopointe filter/dataset logic since the records were not created by a Geopointe native Dataset. I would like the ability to apply the dataset logic to records brought into Geopointe from a Account view list. Instead. This would save a lot of time, this morning i had to add 30+ dataset views for one user and these…

                            1 vote
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                              0 comments  ·  Mapping  ·  Admin →
                            • Create a routing report including travel time and appointment time

                              We would like to be able to see a report that lists the appointment times and the travel times of a designated route including other custom fields. We want to be able to view or print a snap shot of a route without having to look at the both the route held in Geopointe and the mapping report.

                              Currently, you can see the route with the appointment times, or see the GPS routing with the mileage and travel times, but you can't see a combination report of both the appointment time and travel time. For example, when planning a demo…

                              7 votes
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                                0 comments  ·  Routing  ·  Admin →
                              • Color Rules Bucketing of Undefined Values

                                Example: color rules are defined for a handful of zip codes. Currently, the application will still assign different colors to every other zip code not in the pre-defined list, but with the default color scheme. Instead, we would like to be able to color specific zip codes and have all other zip codes be the same color.

                                92866 - Blue
                                92840 - Yellow
                                Any other value - Gray

                                7 votes
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                                  0 comments  ·  Mapping  ·  Admin →
                                • Control visibility on auto-load KML maps

                                  We auto-load multiple KML layers onto our standard maps, but would prefer that most of the layers loaded turned 'off/not visible'. We like having the maps autoload so that we don't have to load the KML layer everytime, but have to then turn off all the layers to see one layer at a time.It just needs on more set of checkboxes next to 'autoload' something like 'hide on autoload' -

                                  2 votes
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                                    0 comments  ·  Mapping  ·  Admin →
                                  • Action to create Task or Event in Modular Window

                                    Action button or link to create a Task or Event in a Modular Window.
                                    When I try to create a Task/Event button or link as a modular window, the window comes up blank. Creating a Task or Event in a modular window would be more efficient and user friendly than opening a new window each time.

                                    1 vote
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                                      planned  ·  2 comments  ·  Mapping  ·  Admin →
                                    • Import a list of merchants into Geopointe so they are not visible to other users and not added to Salesforce

                                      I want to import a list of merchants from an excel file into Geopointe. we do not have merchant records in salesforce

                                      2 votes
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                                        0 comments  ·  Mapping  ·  Admin →
                                      • State Specific

                                        While I can run a query showing activity in a certain state, for display purposes, it would be helpful if I can select that only that state show up on the map.

                                        1 vote
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                                        • Auto-populate radial shape fields

                                          From a Customer — Use case: Have ~1,000 points that need a radial shape field of the same size. Would like to have the ability to auto-populate those when an account is geocoded.

                                          4 votes
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                                            1 comment  ·  Mapping  ·  Admin →
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