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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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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Showing 49

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 over 1 year ago in Calendar & Events 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 12 months 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 about 1 year ago in Calendar & Events 0 Will not implement

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest about 1 year ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman about 1 year ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette about 1 year ago in Accounts & Contacts 0 Will not implement

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest about 1 year ago in Reporting 0 Will not implement

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut about 1 year ago in Admin & Settings / Calendar & Events 0 Will not implement

Push notifications - CRM - Order Increase/Decrease, Order from new referral source - HME/INF

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...
Guest about 1 year ago in  0 Will not implement

Abiity to transfer a calendar from one rep to another rep

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...
Guest about 1 year ago in Calendar & Events 0 Will not implement