All ideas

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.

Allow data to flow between concur and the CRM

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.

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.

Users can be able to filter the contacts/accounts based on their targeted city.

To be able to see future events on the account details

Have clients choose which fields to print using checkboxes

To allow users to assign shared owners to their accounts or contacts based on the permission that they have

Idea: To have a timestamp for expenses on when the entry was created.

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...