All ideas

All sales people would benefit

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

I can see all physicians that are at that address and choose the one I’m looking for.

In mobile it is very easy to miss adding an account to a contact

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

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.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...