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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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 15

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine about 1 year ago in Accounts & Contacts 0 On Roadmap

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.
Alex Chesnutt about 1 year ago in Accounts & Contacts 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 9 months 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 5 months ago in Expenses 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 2 years ago in Expenses 0 On Roadmap

Add a field to Expense Module to Include Date Entered

My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.
Guest 11 months ago in Expenses 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 12 months ago in Calendar & Events 0 On Roadmap

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.
Alex Chesnutt over 2 years ago in  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 2 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 2 years ago in Reporting 0 On Roadmap