custmers want the ability to email goals outside of the system to execs & folks that don't access every day

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.

Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.

Add the ability to assign Accounts and Contacts to others on the Mobile app

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.