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
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.
It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
To be able to move multiple documents in the Documents tab
In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.
Nica Yabut
about 2 years ago
in Calendar & Events
0
Will not implement
Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
0
Will not implement
