Please add the timeframe in Sales Spotlight in CRM just as it shows in INS.

on the account page>contacts>add a column for contact title - add to trella crm idea center - ability to edit columns in general

Add the ability for authorized users to mark an Account or Contact as Inactive when that record is no longer relevant for day-to-day CRM activity. This is a systemic request beyond the capabilities of an Object addition. Examples may include: Cl...

Create a user-level display preference that remembers which fields or sections a user has collapsed within the application.

Add a Quick Links navigation bar near the top of applicable app pages that allows users to jump directly to key sections within the page.

Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...

It would be very useful to be able to archive an event type on the crm and not lose historical data.

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

Our site has a virtual team meeting M-F from 8:00 AM to approx 8:30 AM and an afternoon virtual meeting from 4:00 - 4:30 PM

Add search functionality in top search bar in CRM to allow for phone # searching as well as within the market spotlight including searching the address within the Market Spotlight search function in the CRM