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PINNED 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.
PINNED Email Marking Integration
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.

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Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman about 1 year ago in Accounts & Contacts 0 Already exists

Add new field “same address” as Account for Contacts

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.
Guest over 1 year ago in Accounts & Contacts 1 Already exists

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

Market Spotlight - Calculating and export functionality

Client would like to have the ability to export and calculate in Market Spotlight.
Guest almost 2 years ago in Market Data 1 Already exists

Alignment of Dates in Calendar after Update

Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...
Guest almost 2 years ago in Calendar & Events 0 Already exists

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris over 2 years ago in  1 Already exists

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut over 2 years ago in Calendar & Events 0 Already exists

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut over 2 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt over 2 years ago in Accounts & Contacts 0 Already exists

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens 4 months ago in Calendar & Events 0 Already exists