Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 320 of 320

Spell correct in app

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them
Victoria Poppino over 1 year ago in Reporting 0

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest over 1 year ago in Calendar & Events 0 Future consideration

Have a way to blackout days you are off.

Black out days that you are off or not availble.
Guest over 1 year ago in Calendar & Events 0

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman over 1 year ago in Reporting 0 Future consideration

Selecting Multiple Users - Pages

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...
Bryan Costreie over 1 year ago in Admin & Settings 0

Adding Contacts in Bulk

No description provided
Guest over 1 year ago in  0 Already exists

Notifications - Flag accounts that are falling off

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
Guest over 1 year ago in Accounts & Contacts 0

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price about 3 years ago in Admin & Settings 0 Will not implement

CRM Views- Assigned to specific users

Create a custom view and have the ability to assign it to specific users/roles
Guest over 1 year ago in Reporting 0

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