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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 Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

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Showing 295 of 295

Add Font Size Adjustment Feature For Mobile Application Settings

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...
Guest about 2 years ago in Admin & Settings 1

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 9 months ago in Accounts & Contacts 0 Will not implement

Auto populate calendar events

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.
Guest 9 months ago in Calendar & Events 0

Default account association on events with contacts who have an associated account.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.
Ashley Scrimo 9 months ago in Calendar & Events 0

Add Market Spotlight Utilization to CRM Reporting + INS Reporting

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.
Guest 9 months ago in Reporting 0

Model your CRM after a Car Dealerships CRM.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
Guest 9 months ago in Calendar & Events 0 Will not implement

Automatic Mileage Report

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...
Alex Chesnutt about 3 years ago in Expenses 0 On Roadmap

Include Additional Filter to Inactivity Report

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.
Nica Yabut over 1 year ago in Reporting 0

Sorting Feature

I need to be able to sort by last note input date or last contact date, not last modified date.
Guest 9 months ago in Admin & Settings 0

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest over 2 years ago in Admin & Settings 3 Will not implement