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Showing 186 of 186

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest about 1 year ago in Calendar & Events 0 Coming Soon!

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 1 year ago in Calendar & Events 1 Future consideration

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 3 months ago in Accounts & Contacts 0 Will not implement

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green 11 months ago in Reporting 2 Already exists

Ability to Create Folders to Organize Views in CRM

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.
Laura Green 6 months ago in Accounts & Contacts 0

Automatic Account Rating (like Automatic Contact Rating)

In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.
Madison Burns about 1 year ago in Accounts & Contacts 2 On Roadmap

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 1 year ago in Admin & Settings 5 Already exists

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Guest 5 months ago in Reporting 0 Will not implement

Add Font Size Adjustment Feature For Mobile Application Settings

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...
Guest over 1 year ago in Admin & Settings 1

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest over 1 year ago in Admin & Settings 3 Will not implement