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Market Spotlight Bulk Assignment

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.
Nica Yabut 3 months ago in Market Data 0 Already exists

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut 3 months ago in Referrals 0 Future consideration

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 3 months ago in Accounts & Contacts 0

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest 3 months ago in Accounts & Contacts 0

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 3 months ago in Accounts & Contacts 0 Coming Soon!

Can you make it so I can add an account and a contact at the same time if both are exactly alike?

I think it would save time when adding these.
Guest 3 months ago in Admin & Settings 0

Remove limitation to Characters for Work Phone number field when creating new contact in CRM

The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.
Marc Angelo De Guzman 4 months ago in Accounts & Contacts 0

Spell correct in app

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them
Victoria Poppino 4 months ago in Reporting 0

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest 4 months ago in Calendar & Events 0 Future consideration

please add "0" to the rating

need another rating level for disregarded accounts
Guest 4 months ago in Accounts & Contacts 0