there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

Customers want the ability to customize what is in the Account/Contact Rating field.

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.

To provide Users to add notes without setting up an event.

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

Add a Provider photo to their contact

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...