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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
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 63

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 11 months ago in Calendar & Events 0 Will not implement

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 over 1 year ago in Accounts & Contacts 0 Will not implement

For the notification of referral or admit, please show the Physician name versus the patient.

In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...
Ashley Scrimo 11 months ago in Referrals 0 Will not implement

Change the wording of Event to Sales Call in the crm user interface

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...
Crisia Tolentino 4 months ago in Calendar & Events 0 Will not implement

View search selection hold for bulk updating ownership

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
Ashley Scrimo 8 months ago in Accounts & Contacts 0 Will not implement

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 5 months ago in Accounts & Contacts 0 Will not implement

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 5 months ago in Goals 0 Will not implement

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens almost 2 years ago in Reporting 0 Will not implement

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest 6 months ago in Market Data 2 Will not implement

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens about 1 year ago in Accounts & Contacts 0 Will not implement