To provide Users to add notes without setting up an event.

Need a way to trigger new fields to appear based on prior selections like recurrence in events.

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.

Customers want the ability to customize what is in the Account/Contact Rating field.

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

Address needs to automatically populate when adding a new contact to a facility from the facility tab