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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 320 of 320

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest about 11 hours ago in Accounts & Contacts 0

Events with patients

I’d like to schedule an event on my calendar with patients
Guest about 13 hours ago in Calendar & Events 0

Ability to set default number of results on Account or Contacts Tab

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Marc Angelo De Guzman about 14 hours ago in Accounts & Contacts 0

Allow "Lead" to be auto-generated from Accounts module.

Saves duplication of effort in Accounts to Leads.
Guest 7 days ago in Goals 0

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo 17 days ago in Accounts & Contacts 0

Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
Marc Angelo De Guzman 21 days ago in Orders 0

After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
Crisia Tolentino 2 months ago in Accounts & Contacts 0

ability to edit goals that are shared with you

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly
Guest 13 days ago in Goals 0

SAVE AS in market spotlight

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.
Guest 25 days ago in Market Data 0

email from within App

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
Jessi Owens 13 days ago in Calendar & Events 0