Geopointe Ideas

How can we improve Geopointe?

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  1. 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.

    1 vote
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      0 comments  ·  Mobile  ·  Admin →
    • Add support for interactive legend when there are multiple pins at one location

      Would be very useful to have the interactive legend functionality work when there are multiple pins at one location. Currently the feature only works when there is only one pin at a location.

      5 votes
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        0 comments  ·  Mapping  ·  Admin →
      • Would like the map to reflect what I search for in list view Search box.

        After running a map search, I love how I can search the contents of all columns on the list view at the bottom of the Map. After running a search on the list view it will query the records that match my search. However, it does not reflect those records on the map. Would it be possible to add this interactive list view map search anytime soon?

        Preferably on your next release coupled in with your Interactive map legend :)

        5 votes
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          1 comment  ·  Mapping  ·  Admin →
        • 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.

          1 vote
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            0 comments  ·  New Concept  ·  Admin →
          • Search nearby an entered address

            One of the things we use Geopointe for is to advise end-users about the nearest resellers. This currently requires 2 steps: 1st enter the end-user address in "address and places" search, 2nd switch to the Dataset search to search for accounts "Nearby".
            It would be great to be able to do this in one flow, i.e. to have the possibility to search for an address on the Dataset search tab under the Nearby option.

            10 votes
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              under review  ·  0 comments  ·  Mapping  ·  Admin →
            • Place your own point inside of a custom shape and show the distance to all of the other data points.

              Place your own point inside of a custom shape and show the distance to all of the other data points.
              (Example) If I use the nearby search and you are next to a river, things that show up as close are actually very far away to get to on the other side. Just take more time to use.

              54 votes
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                acknowledged  ·  2 comments  ·  Mapping  ·  Admin →
              • Cross object fields returned in searches

                I understand this would take a lot of configuration, but if I am filtering by cross object, accounts with opportunities stage = closed won, be able to have those related opportunities fields display in the search results. If an account had multiple opportunities that met the criteria list the account multiple times in the results.

                4 votes
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                • 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.

                  6 votes
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                  • Allow a String of Numbers to be Entered in the Filter Criteria.

                    There are fields within Salesforce that contain a string of numbers yet I am unable to enter a string into the corresponding field in the GeoPointe app. Very frustrating as I have to add a new filter for each number. If anyone has a solution for this I'd love to hear it.

                    1 vote
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                    • Cross Object Marker

                      It would be fantastic if you would be able to use a cross
                      object "Marker". Now that i've been able to figure out the opportunity
                      role and how its connected to pull in opportunities associated to a contact visually - I'd love to be able to create markers for
                      "Closed Won" and other stages that are associated to the opportunity
                      not the Contact.

                      For example:
                      If I have a "Contact Role" on an Opportunity and have created a "Contact" Data Set, I would like to visually see different Opportunity stages as markers on the map.

                      1 vote
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                        0 comments  ·  Mapping  ·  Admin →
                      • 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.

                        4 votes
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                          planned  ·  0 comments  ·  Admin →
                        • chatter on check in

                          Ability for a user to @mention someone (i.e. their manager) in their check out post. This way their manager is quickly notified of how the meeting went. Avoids use of email.

                          7 votes
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                          • Second set of pagination controls at bottom of Mapped Data section

                            Place a second set of pagination controls at the bottom of the "Mapped Data" section of a map page.

                            The Mapped Data section can have many entries, requiring the user to scroll well away from the existing controls at the top of the section. A second set of controls at the bottom would reduce user effort in such situations.

                            1 vote
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                              0 comments  ·  Mapping  ·  Admin →
                            • Ability to assign geographic shapes to a dataset.

                              The ability to create a dataset in a public folder that you can share with other team members, and for a specific geolocation or shape to pull up when they view that dataset. For example, if you want to create and share a dataset for New York City leads, and always have that map view pull up with that dataset.

                              4 votes
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                              • 3 votes
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                                • please add Geopointe MS Dynamics CRM app store

                                  We recently switched CRM from Salesforce to Microsoft Dynamics. Geopointe is the app that i miss the most from Salesforce.
                                  Please add to the store
                                  http://www.crm-appstore.com/main
                                  I will be your first customer!

                                  1 vote
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                                    acknowledged  ·  0 comments  ·  New Concept  ·  Admin →
                                  • I envision a schedule feature on top of the map showing you when and where the technician will be, then using existing dataset searches to o

                                    Please make the event integration with mapping more sophisticated. Our company does not need to use routes, but to track the whereabouts of our filed technicians overlaid with open tech cases.

                                    I envision a schedule feature on top of the map showing you when and where the technician will be, then using existing dataset searches to overlay cases, opportunities, opportunity type, etc. The missing component is the technicians schedule overlaid on the map and seeing details such as ETA, current location, etc.

                                    4 votes
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                                      0 comments  ·  Mapping  ·  Admin →
                                    • Hi, we are a Sydney based company and love what you provide. But would only be able to really use your system if we were able to drill down

                                      Hi, We are a Sydney based company and although the mapping system you provide is great, we're not able to use it as you can only shade in an entire postcode, and not the individual suburbs within each postcode. It would be fantastic if you could consider doing this, as we'd love to subscribe to use Geopointe, but need this level of detail for our real estate business. Thanks.

                                      5 votes
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                                        0 comments  ·  Mapping  ·  Admin →
                                      • Layers and Shape in Salesforce1

                                        The ability to use KML files or shapes in Salesforce1 would be very useful.

                                        For example, if a customer uses layers to distinguish neighborhoods, and they need their outside sales team to say within certain boundaries, it would be useful to see the boundaries of that area on the mobile device, that way they know if they've gone out of their area.

                                        21 votes
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                                          acknowledged  ·  0 comments  ·  Mobile  ·  Admin →
                                        • Sales Cloud Sales Console Integration

                                          When do you plan on integrating your product with the Sales Cloud Sales Console? This integration should allow a contact in your list to open a new tab within the Sales Console as well as allow click to dial from your list.

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