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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 about 1 month ago in Calendar & Events 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 5 months ago in Reporting 0 On Roadmap

Automatic Account Rating (like Automatic Contact Rating)

In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.
Madison Burns about 1 year ago in Accounts & Contacts 2 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 3 months ago in Admin & Settings 0 On Roadmap