Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED
Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
I would not create the coaching note again yet, especially if you spent time filling it out. Trella Support can check whether the draft actually saved to your account. Their support team handles account/product issues, and you can contact them through the Resource Center/support chat or by email.
completed coaching note on my laptop, saved as a draft- IS NOT visible. I do not find your app helpful and easy to utilize
Add the ability for authorized users to mark an Account or Contact as Inactive when that record is no longer relevant for day-to-day CRM activity. This is a systemic request beyond the capabilities of an Object addition. Examples may include:
Cl...
Historical call note visibility for inactive users - Web Version
Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...
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