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PINNED Many to Many - 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.
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PINNED Marketing Automation - 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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All ideas

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Ability to Assign and unassign Contact ownership in CRM Mobile app

Currently the ability to remove a user on a contact is only available via Web. It would be nice to have this option on Mobile as well.
Guest 21 days ago in Accounts & Contacts 0 Released

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 almost 2 years ago in Calendar & Events 0 Released

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 3 months ago in Accounts & Contacts 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 about 1 year 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 about 2 years ago in Calendar & Events 2 Released

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 4 months ago in Accounts & Contacts 0 Released

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie 5 months ago in Calendar & Events 0 Released

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 6 months ago in Reporting 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 almost 2 years ago in Reporting 1 Released

Contact Goal

Add a filter for Contacts as an option when creating an Event Goal
Jessi Owens 7 months ago in Calendar & Events 0 Released