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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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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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All ideas

    Showing 346 of 346

    Customize Ratings

    Customers want the ability to customize what is in the Account/Contact Rating field.
    Madison Levine over 2 years ago in Accounts & Contacts 0 On Roadmap

    Add expense report receipts into reporting

    Add the ability to view associated Expense-related receipts into the Expense reports
    Jessi Owens 5 months ago in Reporting 0

    Map on web

    Mirror the mapping capabilities from the App to the Web
    Jessi Owens 3 months ago in Calendar & Events 0

    Delete events using keyboard shortcut or select all

    Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.
    Guest 3 months ago in Calendar & Events 0

    Add quick tip button next to call note template

    Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.
    Ashley Scrimo 8 months ago in Calendar & Events 0

    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 about 1 year ago in Accounts & Contacts 1 Future consideration

    add customized/epersonalized option to turn on/off the business card scanner saving contacts in your phone

    some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile
    Guest 3 months ago in Accounts & Contacts 0

    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 almost 2 years ago in Accounts & Contacts 0 Will not implement

    Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

    Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
    Guest 10 months ago in Calendar & Events 0

    Add "Transfer Ownership" to bulk option

    Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner
    Jessi Owens 3 months ago in Accounts & Contacts 0