Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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.
PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

Accounts & Contacts

Showing 84 of 276

"Last Activity On" option when Creating a View (Similar to "Last Modified On")

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
Guest 5 months ago in Accounts & Contacts 0

Bulk Event Creation

The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...
Guest 5 months ago in Accounts & Contacts 0

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 5 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 5 months ago in Accounts & Contacts / Calendar & Events 0

Contact titles

contact titles should be visible without having to click on the contact
Guest 5 months ago in Accounts & Contacts 0

auto-populate Account to contact or Event when creating in mobile

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
Jessi Owens 5 months ago in Accounts & Contacts 0

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 6 months ago in Accounts & Contacts 0 Will not implement

Add a change history log for Accounts and Contacts in the CRM.

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...
Ashley Scrimo 6 months ago in Accounts & Contacts 0

Need the ownership of an account when updated to propagate to all associated contacts.

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.
Ashley Scrimo 6 months ago in Accounts & Contacts 0

Automatically convert contacts into accounts

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts
Guest 7 months ago in Accounts & Contacts 0 Will not implement