if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

It saves time entering when you talk to multiple contacts but you need so many calls per week

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.

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.

when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?

Idea: To have a map function that will pinpoint the location of an account or contact using their address.

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.

add another call/visit notes box that is for managers only. this box should only be allowed to be editable by a manager or admin role