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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.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 320 of 320

Customize Ratings

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

Add view audit trail

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...
Ashley Scrimo 5 months ago in Accounts & Contacts 0

Give option to transfer all assigned contacts when using the approve owner change report for Accounts.

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.
Ashley Scrimo 5 months ago in Reporting 0

Add a Supervisor filter to the Approve Owner Change Reports

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.
Ashley Scrimo 5 months ago in Reporting 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 over 1 year ago in Accounts & Contacts 0 Will not implement

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 2 months ago in Calendar & Events 0 Already exists

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt 2 months ago in Admin & Settings 0 Future consideration

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 5 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 5 months ago in Reporting 0

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest 5 months ago in Accounts & Contacts 0