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PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 242 of 242

Ability to create an event not associated with an account.

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.
Guest 2 months ago in Calendar & Events 0

Contact titles

contact titles should be visible without having to click on the contact
Guest 2 months ago in Accounts & Contacts 0

a comment/additional info section for Events notes

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?
Guest 5 months ago in Referrals 0

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 1 year ago in Calendar & Events 1 Future consideration

Add as a goal use of Market Spotlight and Data

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.
Laura Green 3 months ago in Goals / Market Data 0

Limit "Needed Per Day" in Goals to M-F

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.
Madison Levine 3 months ago in Goals 0

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.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Future consideration

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green 11 months ago in Accounts & Contacts 0

Adding ability to Search Accounts by Address in CRM Mobile APP

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
Jill Cisco 11 months ago in Accounts & Contacts 1

send an alert when an event is about to expire

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)
Mary Nichols 3 months ago in Calendar & Events 0