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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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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.
Daily Visit Report with Contact Detail: Add custom date range parameter
We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Detailed AE Summary Report Visit frequency to Last Vist
When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Please add the ability to filter by Role and Business Line when searching for users to add to a Goal.
It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular busines...
Change Clipboard for Export in CRM to a Spreadsheet icon or similar
When the "Export to Excel" option in CRM was changed to a clipboard it has caused confusion and concern of functionality loss from our clients. The clipboard doesn't represent the functionality of exporting data.