All ideas

Reps should not be able to see other reps goals.

The notes that imported over from trella edge show up in that section.

for me and my company, everything my boss asks for is: Action: Result: Follow up: It would be extremely time saving if I could go into settings and add a pre-made text for all of my accounts I add. This would guarantee I have everything entered ev...

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.

all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...

This time I messed with the required fields, and hope they work better for us!

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.

It shows the total number of events by event type but not a total number of events completed

In Edge, there is a difference between "To Do" and "Event" for tasks that need to be done but aren't necessarily at a specific time or have a contact associated. This would be great in the PAC CRM.

planned events used to be blue and completed events were green before the upgrade, Now it's showing both in Green.