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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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 281 of 281

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Jessi Owens over 1 year ago in Calendar & Events 0 Will not implement

Calendar Subscription - Real time synchronization of CRM calendar to third party apps

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...
Guest 9 months ago in  0 Already exists

Add "Methods" to expense report or ability to create view

This will allow managers to customize their expense views for exporting purposes.
Bryan Costreie 9 months ago in Expenses 0 On Roadmap

Daily visit tally

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...
Guest 9 months ago in Calendar & Events 0 Future consideration

A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
Guest 9 months ago in Accounts & Contacts 0 Future consideration

CRM Automatic Contact Birthday Alerts

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.
Guest 10 months ago in Accounts & Contacts 0

Add ability to attach a picture to an account, contact or event.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.
Guest 10 months ago in Accounts & Contacts 0

AE Detailed Contact Productivity Report (Referrals) Add Filter for Primary vs. Referring

to include a filter to identify what the providers role was on the referral/ order
Bryan Costreie 10 months ago in Reporting 0

Ability to View Key Reports on Marketscape CRM Mobile

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.
Laura Green 10 months ago in  1

Adding multiple Sync IDs to one branch

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory
Bryan Costreie 10 months ago in Admin & Settings 0