Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 297 of 297

Add a Supervisor filter to the Approve Owner Change Reports

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.
Ashley Scrimo 24 days ago in Reporting 0

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 14 days ago in Coaching 0 Future consideration

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 16 days ago in Reporting 0

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie 16 days ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest 17 days ago in Calendar & Events 0

Add notification for incomplete calendar events

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Ashley Scrimo about 1 month ago in Calendar & Events 0 Already exists

Contact sales zone updates to include reporting and custom field selection capabilities

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...
Ashley Scrimo about 1 month ago in Reporting 0

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest about 1 month ago in Accounts & Contacts 0

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest 24 days ago in Accounts & Contacts 0

Add a a multi-select option on the associated contacts when creating an event so users can select multiple contacts at one time

Right now you have to select one contact at a time and click back in to search for another contact to add which can be time-consuming for the users.
Ashley Scrimo about 2 months ago in Calendar & Events 0