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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Email Marking Integration
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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Showing 25

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest over 1 year ago in Calendar & Events 0 Released

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 10 months ago in Accounts & Contacts 0 Released

Planned events be back to Blue fonts

planned events used to be blue and completed events were green before the upgrade, Now it's showing both in Green.
Matt Feller almost 2 years ago in Calendar & Events 2 Released

Contact Goal

Add a filter for Contacts as an option when creating an Event Goal
Jessi Owens 4 months ago in Calendar & Events 0 Released

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...
Ashley Scrimo 5 months ago in Admin & Settings 0 Released

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.
Guest over 1 year ago in Reporting 1 Released

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Mary Nichols about 2 years ago in  1 Released

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman 9 months ago in Calendar & Events 0 Released

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 10 months ago in Accounts & Contacts 0 Released

Change Clipboard for Export in CRM to a Spreadsheet icon or similar

When the "Export to Excel" option in CRM was changed to a clipboard it has caused confusion and concern of functionality loss from our clients. The clipboard doesn't represent the functionality of exporting data.
Jessi Owens over 1 year ago in  0 Released