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PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 29

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 over 1 year ago in Calendar & Events 0 Released

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 12 months ago in Accounts & Contacts 0 Released

Planned events be back to Blue fonts

planned events used to be blue and completed events were green before the upgrade, Now it's showing both in Green.
Matt Feller about 2 years ago in Calendar & Events 2 Released

Daily Visit Report with Contact Detail: Add custom date range parameter

We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Guest almost 2 years ago in Reporting 1 Released

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Mary Nichols over 2 years ago in  1 Released

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 2 months ago in Accounts & Contacts 0 Released

Change Clipboard for Export in CRM to a Spreadsheet icon or similar

When the "Export to Excel" option in CRM was changed to a clipboard it has caused confusion and concern of functionality loss from our clients. The clipboard doesn't represent the functionality of exporting data.
Jessi Owens almost 2 years ago in  0 Released

Event contacts

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events
Guest about 2 years ago in Accounts & Contacts 4 Released

Calendar Integration

Events listed on the calendar would be integrated with the users calendar, so that those same events would populate on the users outlook/iCal/google calendar. Secondarily, we've received one or two requests for that integration to be bi-directiona...
Josh Price over 2 years ago in Calendar & Events 0 Released

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 3 months ago in Accounts & Contacts 0 Released