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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

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Coaching - Create Sessions on the Web

Add a way for me to create a session for a user on web before moving to mobile to complete the form.
Alex Chesnutt 20 days ago in Coaching 0 Future consideration

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 20 days ago in Coaching 0 Future consideration

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 20 days ago in Coaching 0 Future consideration

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 20 days ago in Coaching 0 Future consideration

Add visuals/graphs to CRM Reports

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone about 2 months ago in Reporting 0 Future consideration

Add photo to a contact

Add a Provider photo to their contact
Guest 4 months ago in Accounts & Contacts 1 Future consideration

Events - Note scanner

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?
Ellen Knowles 2 months ago in Calendar & Events 0 Future consideration

Search by Address for Accounts & Contacts

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
Guest over 1 year ago in Accounts & Contacts 4 Future consideration

Reporting - Conversion Ratio by LOB

Reporting for Conversion ratio by LOB matched against state and national average
Jessi Owens 2 months ago in Reporting 0 Future consideration

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 4 months ago in Reporting 0 Future consideration