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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.
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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Showing 56

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

Model your CRM after a Car Dealerships CRM.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
Guest 7 months ago in Calendar & Events 0 Will not implement

Automatically convert contacts into accounts

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts
Guest 7 months ago in Accounts & Contacts 0 Will not implement

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest about 2 years ago in Admin & Settings 3 Will not implement

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Jessi Owens over 1 year ago in Calendar & Events 0 Will not implement

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 12 months ago in Calendar & Events 0 Will not implement

Default Event Type to "Call" when making a call from the Mobile App

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
Madison Burns almost 2 years ago in Calendar & Events 0 Will not implement

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest about 1 year ago in Referrals 0 Will not implement

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest about 1 year ago in Calendar & Events 0 Will not implement

Add ability to transfer recurring events

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned
Guest over 1 year ago in Calendar & Events 0 Will not implement