Abiity to transfer a calendar from one rep to another rep
The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...
Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.
Michelle mmalone@trellahealth.com
almost 3 years ago
in Calendar & Events
0
Will not implement
if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.
Grey out reports that are not applicable to CRM users w/o integration
When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.
Add new field “same address” as Account for Contacts
I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.
When using the computer version, it would be nice to be able to scroll through different pages of contacts and select multiple contacts on different pages.
when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop
Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie
about 3 years ago
in Accounts & Contacts
0
Will not implement