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
Share feedback 0
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.
Share feedback 0

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