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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 Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

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Able to have pre made information typed in notes.

for me and my company, everything my boss asks for is: Action: Result: Follow up: It would be extremely time saving if I could go into settings and add a pre-made text for all of my accounts I add. This would guarantee I have everything entered ev...
Guest over 1 year ago in Calendar & Events 0 Released

Another new test idea!

This time I messed with the required fields, and hope they work better for us!
Rebecca Molesworth almost 2 years ago in  0 Released

To have the Additional Communication in the CRM App

The Additional Communication field on the CRM web app should be included in the CRM mobile app.
john Agravante about 2 years ago in Accounts & Contacts 0 Released

Have a Request Ownership button on mobile

To have a button to request ownership for accounts and contacts on mobile
john Agravante over 2 years ago in Accounts & Contacts 0 Released

Add Address Details for Accounts on Report

Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
Alex Chesnutt almost 3 years ago in  0 Released

Add Existing Fields - Advanced AE reporting

New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Alex Chesnutt almost 3 years ago in  0 Released

Add Existing Field - Add Event End Date to Daily Visit Report

requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
Alex Chesnutt almost 3 years ago in  0 Released

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt almost 3 years ago in Reporting 0 Released