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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
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Showing 63

Default Event Type to "Call" when making a call from the Mobile App

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
Madison Burns over 2 years ago in Calendar & Events 0 Will not implement

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0 Will not implement

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest over 1 year ago in Referrals 0 Will not implement

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price over 3 years ago in Admin & Settings 0 Will not implement

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest over 1 year ago in Calendar & Events 0 Will not implement

Add ability to transfer recurring events

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned
Guest almost 2 years ago in Calendar & Events 0 Will not implement

seperate events by rep DVR

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
Bryan Costreie almost 2 years ago in Reporting 0 Will not implement

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest almost 2 years ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette almost 2 years ago in Accounts & Contacts 0 Will not implement