customers already have goals in their EHR - it would be ideal for this to be a part of the integration

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

Make it easier to rearrange fields on different objects.

Please add a Goal filter of Contact

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...