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 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.

All ideas

Showing 299 of 299

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens 8 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 11 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 12 months ago in Calendar & Events 0

User impersonation

As an admin, being able to login as either a specific user or in the same role as a user
Guest 12 months ago in Admin & Settings 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart about 1 year ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0 Will not implement

Add option to Create weekly Goals.

A user have srequested to add functionality to be ablet set goals in a weekly duration.
Marc Angelo De Guzman about 1 year ago in Goals 0 On Roadmap

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt about 1 year ago in Accounts & Contacts 0 Will not implement