Overview

Release 19.1 is dedicated to the GeoForce territory management module. Administrators can now manage brick data themselves through Datasets, territory balancing supports grouped specialties and organization types, map ergonomics have been improved for planning representatives' territories, and performance has been significantly enhanced for dense geographic layers.

Proxima CRM Product

GeoForce

New Features

Self-Service Brick Data Management in Datasets

Administrators can now upload, view, and update brick data themselves through Datasets in Admin Tool. Separate datasets are available for brick types, bricks, and brick-to-organization links, so there is no longer any need to request help from technical support or to update the database manually.

Grouped Criteria for Territory Balancing and MapInsight

Related specialties, such as inpatient and outpatient cardiologists, or organization types, such as pharmacies and pharmacy outlets, can now be merged into a single group with one collective weight. This simplifies balancing by several parameters at once and keeps the weighting consistent in both Balancing and MapInsight.

Market Potential Visualization without Organization Markers

In the Layers panel, organization markers can now be turned off while turnover bubbles remain visible. The bubbles are more contrasting and have a refined minimum size, which gives a clear, unobstructed view of market potential across territories.

Polygon Outlines Toggle

A new button on the map control bar shows or hides polygon boundaries. Hiding them makes the map cleaner and noticeably faster when working with dense territories that contain thousands of polygons.

Improvements

Streamlined Starting Point Management for Representatives

Working with representatives' starting points has become faster:

• Direct placement. Placing a pin near a representative assigns the location immediately, without an extra confirmation and without recentering the map.
• Drag and drop. Existing starting points can be moved directly on the map.
• Show all or hide all. A new toggle above the list of representatives shows or hides all pins at once.
• Active pin highlight. The selected pin is enlarged, and the matching representative is highlighted in the list.

Polygon Info-Hints Toggle

A new control on the map toolbar turns polygon tooltips on or off. With hints turned off, pop-up cards no longer block the workspace while drawing territories, selecting boundaries, or placing pins.

Enhanced Voronoi Polygon Line Visibility

The boundaries of Voronoi polygons are now thicker and more contrasting, which makes territory splits easier to read on any map background.

Filter Navigation and Multilingual Tooltips

The map filter header is now organized into clear tabs with an indicator for the active one. Control buttons have descriptive tooltips in all supported languages.

Collapsible Representatives Side Panel

The table with representative details has been moved to a collapsible side panel, which leaves more space for the map while territories are being adjusted.