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PINNED Marketing Automation - 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.
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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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All ideas

Showing 295 of 295

Have the option to delete multiple events in the Calendar

It would be cool if there was a function that allows users to delete multiple events on their calendar.
John Agravante almost 2 years ago in Calendar & Events 0 Will not implement

to be able to type in colors. Or be able to color code my subject box.

I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman almost 2 years ago in Calendar & Events 0 Will not implement

Bulk selection and filter by Branch when Creating Views for Specific Users

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie almost 2 years ago in Accounts & Contacts 0

Linking expenses to events

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.
John Agravante about 2 years ago in Calendar & Events 0 Already exists

Intro to Market Insights Video Link in EDGE Desktop

Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos Client name: Advent HME Contact name : Rose Schiebold Contact email: rschiebold@flhre.com Client type (product with issue): Edge Desktop Issue: From Ed...
Guest about 2 years ago in  0 Will not implement

Ability to change fonts and colors

The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)
John Agravante about 2 years ago in Admin & Settings 0

Spoof our email domain for email invitations

We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.
Guest about 2 years ago in Calendar & Events 0

The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
Jan Amato over 2 years ago in Calendar & Events 0 Already exists

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.
john Agravante over 2 years ago in Reporting 0

Intergrate with Concur

Allow data to flow between concur and the CRM
Theresa Stewart over 2 years ago in Expenses 0 Future consideration