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Automatic Account Rating (like Automatic Contact Rating)

In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.
Madison Burns about 1 year ago in Accounts & Contacts 2 On Roadmap

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest about 1 year ago in Calendar & Events 0 Coming Soon!

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.
Bryan Costreie about 1 year ago in Accounts & Contacts 0

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest about 1 year ago in Accounts & Contacts 0

count contacts within single calendar event

When calling on multiple contacts within single event, would be helpful if each contact would be counted individually rather than as only one for the visit. So if I meet with 4 different people in a hospital today, I can add each contact I met wit...
Guest about 1 year ago in Calendar & Events 0

Updates to expenses tab

when tracking mileage in the expenses tab. It would be nice if you could add google maps for more accurate mileage ad also if it would auto calculate the mileage rate instead of having to manually having to do it.
Guest about 1 year ago in Expenses 0 Future consideration

Add a sub-category filter for Market Spotlight's specialty

This filter will help customers to Specialty on Market Spotlight like foir Internal Medicine's sub category.
Guest about 1 year ago in Market Data 0

Field to Update the "Has subordinates" for Custom Roles

Be able to change the Has subordinates YES or NO field in Custom Roles. This should be in sync to reflect the capability of user assignments same as the other default roles.
Nica Yabut about 1 year ago in Admin & Settings 0

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest about 1 year ago in  1 Will not implement

Copy account detail in mobile

Easily change contact info and create info for new contacts
Bryan Costreie about 1 year ago in Accounts & Contacts 0