Geopointe

User Settings Overview

End users can configure their personal Map settings by clicking the gear icon at the top right the Map page.

This will override any default user settings defined in Geopointe Setup. However, keep in mind that a Geopointe Admin can also manually override user settings at any time from Geopointe Setup. In this document, learn what each of these settings can do. 



This document covers the following settings:
Preferences 
Starting Map Position
Check-In Settings
Routing Defaults

Preferences


Use Geolocation: When the page loads, it will attempt to center the map on your current location. You must have location tracking enabled in your browser settings for this to work. This will override any starting location that has been set. 

Hide Sidebar: In the Classic interface, this will hide the sidebar and provide a wider map view. Certain widgets can cause display issues when the sidebar is present, so checking this option can resolve those issues.  

Scrollwheel Zoom: Use your mouse scrollwheel to zoom in or out of the map. 

Number Map Pins: Mapped pins will be numbered, making it easier to correspond the list data with the map data.

Close Tabs on Search: Upon running a data set search, the Control Panel will minimize and open tabs will close.

Close Info Window on Add to Route: This setting can save you clicks when adding multiple records to a route using a point action. 

Auto-Cluster Query Size: By default, records will appear in clusters at 2,000 search results.  If you would like to see clusters at a lower number of search results, decrease the number. If you would rather see clusters at a higher number, increase it. If you never want to see clusters, increase the number to above 100,000.

Same Location Markers: When there are multiple records at a location, this setting will display a circle indicating how many records are there.

Start Tab: Select a tab to be automatically selected in the Control Panel each time the Map page loads.

Map Height: Set a map height in pixels, or leave it on Auto so the height is optimized for the size of your browser window. 

Distance Unit: Set default units (miles or kilometers) for measuring distance. You'll see these units in the distance columns of the Mapped Data table, when using the Measure Distance tool, on the map scale, and in the listed size of shapes in the Mapped Layers tab. 


Starting Map Position


Set default coordinates and zoom level to be the starting position when you load or refresh the Map page. To set the coordinates, center the Map on that location and zoom level, launch the Settings window, then click Set. This configuration will not work if the Use Geolocation setting is checked. 


Check-In 


Quick Check In: In the Salesforce mobile app, check in with one tap. You will not be able to enter Notes if this is enabled.

Quick Check Out: In the Salesforce mobile app, check out with one tap. You will not be able to enter Notes if this is enabled.

Share on Feed: Post your Check-In/Out activity on Chatter. This is overridden by what is set in the Organization Settings tab of Geopointe Setup. 


Routing Defaults


These settings are especially important for schedule-based routing.

Start Location: Current Location will always be the first route in a stop, and can be removed by the user if preferred. This setting works best for users that tend to build routes in real-time and launch the route from where they are. Note: This only applies to the web version of Geopointe, as Current Location is automatically configured as an initial stop in mobile navigation apps.  

Route Optimization Type: Users can specify their default route type between Distance or Scheduled routes. This can be changed in the Routes tab if preferred.

Route Window: The working hours time window that a route should adhere to when building a Scheduled route.

Route Stop Duration: To speed up the process of creating a Scheduled Route, a user can specify the default duration for a new stop added to the route. If a meeting needs to be lengthened or shortened, that can be done from the route itself. 

Learn More

Salesforce Mobile User Settings - Learn about the user settings specific for the Salesforce mobile app. 
Managing User Settings From Geopointe Setup - Geopointe Admins can adjust end user settings or set defaults.
Organization Settings - Set organization-wide preferences.