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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 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.

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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 over 1 year 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 over 1 year 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 over 1 year ago in Accounts & Contacts 0 Will not implement

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest over 1 year ago in Reporting 0 Will not implement

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut over 1 year ago in Admin & Settings / Calendar & Events 0 Will not implement

Push notifications - CRM - Order Increase/Decrease, Order from new referral source - HME/INF

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...
Guest over 1 year ago in  0 Will not implement

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...
Guest over 1 year ago in Calendar & Events 0 Will not implement

Ability to save changes in CRM App when offline

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 over 1 year ago in Calendar & Events 0 Will not implement

Mass Update in Reporting

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.
Bryan Costreie over 1 year ago in Reporting 0 Will not implement

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.
Guest over 1 year ago in  0 Will not implement