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Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest about 2 months ago in Accounts & Contacts 0

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart about 2 months ago in Reporting 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart about 2 months ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman about 2 months ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman 2 months ago in Calendar & Events 0 Will not implement

Add option to Create weekly Goals.

A user have srequested to add functionality to be ablet set goals in a weekly duration.
Marc Angelo De Guzman 2 months ago in Admin & Settings 0 On Roadmap

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt 2 months ago in Accounts & Contacts 0 Future consideration

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 2 months ago in Accounts & Contacts 0 Will not implement

Historical Call Notes Date Range

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.
Guest 2 months ago in Accounts & Contacts 0

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 2 months ago in Calendar & Events 0 Will not implement