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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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All ideas

Showing 46

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 4 months ago in Coaching 0 Released

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 4 months ago in Coaching 0 Released

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 4 months ago in Coaching 0 Released

Goals - Ability to Share Goals

As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
Alex Chesnutt 5 months ago in Goals 0 Released

Ability to Assign and unassign Contact ownership in CRM Mobile app

Currently the ability to remove a user on a contact is only available via Web. It would be nice to have this option on Mobile as well.
Guest 6 months ago in Accounts & Contacts 0 Released

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 8 months ago in Accounts & Contacts 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 9 months ago in Accounts & Contacts 0 Released

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie 9 months ago in Calendar & Events 0 Released

Account and Contact Merge Identification

Add an identifier within the UI to identify Accounts and Contacts that have been merged.
Jessi Owens 10 months ago in Accounts & Contacts 0 Released

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 11 months ago in Reporting 0 Released