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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 293 of 293

After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
Crisia Tolentino 2 days ago in Accounts & Contacts 0

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 6 days ago in Calendar & Events 0 Already exists

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt 9 days ago in Admin & Settings 0 Future consideration

Many to Many - Automatic association for Primary Account

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Bryan Costreie about 1 month ago in Accounts & Contacts 0

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest about 1 month ago in Calendar & Events 0

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 2 months ago in Coaching 0 On Roadmap

Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Ashley Scrimo about 2 months ago in Coaching 0

Coaching - Notification for Managers when a Sales Rep has submitted a session draft

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.
Ashley Scrimo about 2 months ago in Coaching 0 Future consideration

Store my own business card in Mobile App

Ability to store my own business card in the mobile app to have handy.
Crisia Tolentino about 1 month ago in Admin & Settings 0

Change default 3 months event series period to multiple longer choices

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...
Guest about 1 month ago in Calendar & Events 0