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

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

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

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.

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.

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10

add business cards to existing contact profiles and also uploading pictures of the contact to their crm contact page

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...