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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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Showing 313 of 313

Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
Marc Angelo De Guzman about 1 hour ago in Orders 0

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 5 days ago in Accounts & Contacts 0 Will not implement

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 5 days ago in Goals 0

email notification on goal sharing

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there
Guest 5 days ago in Goals 0

SAVE AS in market spotlight

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.
Guest 5 days ago in Market Data 0

More talk track prompting using CRM and INS data

Introduce more prompting using the Conversation Starters based on the person we’re talking during events to produce a talk track.
Alex Chesnutt 5 days ago in Market Data 0

Ability to Bulk associate contacts from one Account to another acount

There are cases when user would need to transfer contacts associated to an account to another account
Marc Angelo De Guzman 5 days ago in Accounts & Contacts 0

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 5 days ago in Accounts & Contacts 0

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 about 1 month ago in Accounts & Contacts 0

Adding New Date Range - current and previous week within Reporting Field

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report
Marc De Guzman 14 days ago in Reporting 0