On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...

We have the place to mark the religion of a specific contact, but not all major religious holidays are outlined in the "Observances" calendar. It would be beneficial to add things like Kwanza, Chinese New Year, Ramadan, etc to alert the sales reps...

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...

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

Change date range on my performance summary in Home Tab.

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts

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...