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PINNED Many to Many - 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.
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

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Showing 295 of 295

"Last Activity On" option when Creating a View (Similar to "Last Modified On")

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
Guest 8 months ago in Accounts & Contacts 0

Bulk Event Creation

The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...
Guest 8 months ago in Accounts & Contacts 0

Move conversation starters and spotlight in mobile

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe
Jessi Owens 8 months ago in Admin & Settings 0

Grant access permission from Mobile App

Add ability to grant account access to the mobile app
Jessi Owens 8 months ago in Admin & Settings 0

Goals: charts by user in group goals

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)
Jessi Owens 8 months ago in Goals 0 Already exists

auto-populate Account to contact or Event when creating in mobile

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
Jessi Owens 8 months ago in Accounts & Contacts 0

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens 9 months ago in Calendar & Events 0 Already exists

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
Josh Price 9 months ago in Goals / Reporting 0

Remove the pop-up window that automatically shows up behind the cursor.

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.
Guest 12 months ago in Calendar & Events 0

A way to set default range for historical call note

A way to set default range for historical call notes for one year instead of just the current.
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0