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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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.

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Showing 303 of 303

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

CRM Mobile> Status Confirmation when saving Events

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
Guest 3 months ago in Calendar & Events 0

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens 11 months ago in Calendar & Events 0

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 3 months ago in Reporting 0

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie 3 months ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest 3 months ago in Calendar & Events 0

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green almost 2 years ago in Reporting 2 Already exists

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 about 2 years ago in Accounts & Contacts 0 Future consideration

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest 3 months ago in Accounts & Contacts 0

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month
Guest 7 months ago in Calendar & Events 0