Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...

It saves time entering when you talk to multiple contacts but you need so many calls per week

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?