CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Share feedback 0
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.
Share feedback 0

Accounts & Contacts

Showing 85 of 303

Bulk selection and filter by Branch when Creating Views for Specific Users

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie about 2 years ago in Accounts & Contacts 0

Contact Date of Birth on Mobile App

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Guest over 2 years ago in Accounts & Contacts 1 Already exists

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 almost 3 years ago in Accounts & Contacts 0 Will not implement

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut almost 3 years ago in Accounts & Contacts 0 Future consideration

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt over 3 years ago in Accounts & Contacts 0 Future consideration