Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
Daily Visit Report with Contact Detail: Add custom date range parameter
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.
Please add the ability to filter by Role and Business Line when searching for users to add to a Goal.
It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular busines...
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