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

Ideas

Showing 343 of 343

Map on web

Mirror the mapping capabilities from the App to the Web
Jessi Owens about 1 month ago in Calendar & Events 0

Delete events using keyboard shortcut or select all

Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.
Guest about 1 month ago in Calendar & Events 0

Add the account scores field to the remove owner/approve owner change report.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
Ashley Scrimo 5 months ago in Reporting 0

Monthly View on MAR CRM Mobile

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
Guest 7 months ago in Calendar & Events 0

Many to Many - Automatic association for Primary Account

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Bryan Costreie 9 months ago in Accounts & Contacts 0 Already exists

Could the current Top 10 accounts show next to them if they are owned by the user or not owned?

Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.
Ashley Scrimo 4 months ago in Accounts & Contacts 0

add customized/epersonalized option to turn on/off the business card scanner saving contacts in your phone

some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile
Guest about 2 months ago in Accounts & Contacts 0

Add expense report receipts into reporting

Add the ability to view associated Expense-related receipts into the Expense reports
Jessi Owens 4 months ago in Reporting 0

Add "Transfer Ownership" to bulk option

Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner
Jessi Owens 2 months ago in Accounts & Contacts 0

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 11 months ago in Calendar & Events 0