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PINNED Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 242 of 242

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 8 days ago in Reporting 0

Add an picture of a business card to a contact

add business cards to existing contact profiles and also uploading pictures of the contact to their crm contact page
Alex Chesnutt 8 days ago in Accounts & Contacts 0

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 12 days ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 12 days ago in Accounts & Contacts / Admin & Settings 0

Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita 21 days ago in Accounts & Contacts 0 Future consideration

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 22 days ago in Accounts & Contacts 0 On Roadmap

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie about 1 month ago in Calendar & Events 0

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 8 months ago in Accounts & Contacts 0 Will not implement

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest about 1 month ago in Accounts & Contacts 0

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt 3 months ago in Calendar & Events 0