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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.
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.

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Showing 44

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 6 months ago in Accounts & Contacts 0 Released

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie 6 months ago in Calendar & Events 0 Released

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.
Guest about 2 years ago in Reporting 1 Released

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 8 months ago in Reporting 0 Released

Contact Goal

Add a filter for Contacts as an option when creating an Event Goal
Jessi Owens 9 months ago in Calendar & Events 0 Released

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...
Bryan Costreie over 1 year ago in Referrals / Reporting 0 Released

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...
Ashley Scrimo 10 months ago in Goals 0 Released

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Mary Nichols over 2 years ago in  1 Released

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.
Jessi Owens about 2 years ago in  0 Released

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0 Released