Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 305 of 305

Task Points/Vaules

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?
Guest about 2 years ago in Reporting 0

Adding a map to pin point accounts and contacts

Idea: To have a map function that will pinpoint the location of an account or contact using their address.
john Agravante about 2 years ago in Accounts & Contacts 0 Already exists

Parent Account Roll up On Mobile

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.
Bryan Costreie about 2 years ago in Accounts & Contacts 0 Will not implement

separate call notes for managers during ride alongs

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
Guest about 2 years ago in Calendar & Events 0

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest about 2 years ago in Accounts & Contacts 0

count contacts within single calendar event

When calling on multiple contacts within single event, would be helpful if each contact would be counted individually rather than as only one for the visit. So if I meet with 4 different people in a hospital today, I can add each contact I met wit...
Guest about 2 years ago in Calendar & Events 0

Market Spotlight - Add a sub-specialty filter

This filter will help customers to Specialty on Market Spotlight like foir Internal Medicine's sub category.
Guest about 2 years ago in Market Data 0

Field to Update the "Has subordinates" for Custom Roles

Be able to change the Has subordinates YES or NO field in Custom Roles. This should be in sync to reflect the capability of user assignments same as the other default roles.
Nica Yabut about 2 years ago in Admin & Settings 0

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest about 2 years ago in  1 Will not implement

Reduce the space of the Agency Overview

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.
John Agravante over 2 years ago in Reporting 0 Will not implement