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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.
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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette almost 2 years ago in Accounts & Contacts 0 Future consideration

Exporting Expenses Updates - Including Receipts

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante about 3 years ago in Expenses 0 Future consideration

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut about 3 years ago in Accounts & Contacts 0 Future consideration

Additional Filtering Options for "Daily Visit Report"

Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt over 3 years ago in Reporting 0 Future consideration

LOS Reporting Enhancements

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt over 3 years ago in Reporting 0 Future consideration

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt over 3 years ago in Accounts & Contacts 0 Future consideration