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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

All ideas

Showing 13

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 4 months ago in Coaching 0 On Roadmap

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine almost 2 years ago in Accounts & Contacts 0 On Roadmap

Remove Shared Owner Report

Create an action mimic the request owner workflow for removing ownership
Alex Chesnutt 9 months ago in Reporting 0 On Roadmap

Automatic Mileage Report

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...
Alex Chesnutt over 3 years ago in Expenses 0 On Roadmap

Report>Calls Per Day

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols over 1 year ago in Reporting 0 On Roadmap

Add "Methods" to expense report or ability to create view

This will allow managers to customize their expense views for exporting purposes.
Bryan Costreie about 1 year ago in Expenses 0 On Roadmap

Add option to Create weekly Goals.

A user have srequested to add functionality to be ablet set goals in a weekly duration.
Marc Angelo De Guzman over 1 year ago in Goals 0 On Roadmap

Update full list of observances to include all holidays

We have the place to mark the religion of a specific contact, but not all major religious holidays are outlined in the "Observances" calendar. It would be beneficial to add things like Kwanza, Chinese New Year, Ramadan, etc to alert the sales reps...
Madison Levine over 1 year ago in Calendar & Events 0 On Roadmap

Trend Alerts / Reporting

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...
Alex Chesnutt over 3 years ago in Reporting 0 On Roadmap

Data based notification - significant data change

As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.
Meredith Lawler over 3 years ago in Reporting 0 On Roadmap