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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

All ideas

Showing 278 of 278

Adding a map to pin point accounts and contacts

Idea: To have a map function that will pinpoint the location of an account or contact using their address.
john Agravante over 1 year ago in Accounts & Contacts 0 Already exists

Parent Account Roll up On Mobile

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Will not implement

separate call notes for managers during ride alongs

add another call/visit notes box that is for managers only. this box should only be allowed to be editable by a manager or admin role
Guest almost 2 years ago in Calendar & Events 0

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years ago in Admin & Settings 0

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest almost 2 years ago in  1 Will not implement

Reduce the space of the Agency Overview

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.
John Agravante about 2 years ago in Reporting 0 Will not implement