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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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.

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Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 5 months ago in Calendar & Events 1 Coming Soon!

Account and Contact Merge Identification

Add an identifier within the UI to identify Accounts and Contacts that have been merged.
Jessi Owens 26 days ago in Accounts & Contacts 0 Coming Soon!

Add NPI AE Detailed Contact Productivity Report

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report
Alex Chesnutt 6 months ago in Reporting 0 Coming Soon!

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart 6 months ago in Reporting 0 Coming Soon!

Ability to customize reports

Need to be able to add custom fields into reports and filter by them.
Coy Privette about 1 year ago in Reporting 1 Coming Soon!

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt over 2 years ago in  0 Coming Soon!

Add Address Details for Accounts on Report

Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

Add Existing Fields - Advanced AE reporting

New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

Add Existing Field - Add Event End Date to Daily Visit Report

requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt over 2 years ago in Reporting 0 Coming Soon!