Customers want the ability to customize what is in the Account/Contact Rating field.
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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.
Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file
What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante
over 2 years ago
in Expenses
0
Future consideration
Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
Alex Chesnutt
almost 3 years ago
in
0
Coming Soon!
New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Alex Chesnutt
almost 3 years ago
in
0
Coming Soon!
Additional Filtering Options for "Daily Visit Report"
Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt
almost 3 years ago
in
0
Future consideration