Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

Accounts & Contacts

Showing 16

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette over 2 years ago in Accounts & Contacts 0 Will not implement

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette over 2 years ago in Accounts & Contacts 1 Will not implement

Parent Account Roll up On Mobile

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie over 2 years ago in Accounts & Contacts 0 Will not implement

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 3 years ago in Accounts & Contacts 0 Will not implement

Spark Mobile:: Allow users to add shared owners on Mobile

To allow users to assign shared owners to their accounts or contacts based on the permission that they have
john Agravante over 3 years ago in Accounts & Contacts 0 Will not implement

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 3 years ago in Accounts & Contacts 0 Will not implement