Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 305 of 305

Add notification for incomplete calendar events

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Ashley Scrimo 4 months ago in Calendar & Events 0 Already exists

Contact sales zone updates to include reporting and custom field selection capabilities

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...
Ashley Scrimo 4 months ago in Reporting 0

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest 4 months ago in Accounts & Contacts 0

Change default 3 months event series period to multiple longer choices

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...
Guest about 2 months ago in Calendar & Events 0

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine over 1 year ago in Accounts & Contacts 0 On Roadmap

Add a a multi-select option on the associated contacts when creating an event so users can select multiple contacts at one time

Right now you have to select one contact at a time and click back in to search for another contact to add which can be time-consuming for the users.
Ashley Scrimo 4 months ago in Calendar & Events 0

customize goal filters

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.
Guest 4 months ago in Goals 0

Add visuals/graphs to CRM Reports

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone 4 months ago in Reporting 0 Future consideration

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman about 1 year ago in Accounts & Contacts 0 Will not implement

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
Guest 7 months ago in Accounts & Contacts 0 Future consideration