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PINNED Marketing Automation - 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.
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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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All ideas

Showing 320 of 320

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest 5 days ago in Accounts & Contacts 0

Events with patients

I’d like to schedule an event on my calendar with patients
Guest 6 days ago in Calendar & Events 0

Ability to set default number of results on Account or Contacts Tab

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Marc Angelo De Guzman 6 days ago in Accounts & Contacts 0

Allow "Lead" to be auto-generated from Accounts module.

Saves duplication of effort in Accounts to Leads.
Guest 12 days ago in Goals 0

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo 23 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 2 months ago in Accounts & Contacts 0

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 26 days ago in Orders 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 about 1 month ago in Market Data 0

ability to edit goals that are shared with you

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly
Guest 18 days ago in Goals 0

email from within App

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
Jessi Owens 18 days ago in Calendar & Events 0