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.
Add the ability for public views to be locked by admins so they cannot be deleted by other users
Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.
It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.
Delete events using keyboard shortcut or select all
Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.
After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again
Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?
It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
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