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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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 56

Add Global Notes

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
Nica Yabut over 2 years ago in  0 Will not implement

Ability to choose Account or Contact for CRM when assigning from Data

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
Jessi Owens 5 months ago in Accounts & Contacts 0 Will not implement

Add New Status' in CRM

Add new Referral / Order statuses in CRM by making the status more customizable. Request to add HOLD as a status
Jessi Owens 5 months ago in Referrals 0 Will not implement

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman 11 months ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman 11 months ago in Calendar & Events 0 Will not implement

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt 11 months ago in Accounts & Contacts 0 Will not implement

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette over 1 year ago in Accounts & Contacts 1 Will not implement

MAR Edge > Ability to Change the Naming Convention on the Dashboard Charts

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut over 1 year ago in Reporting 0 Will not implement

Autogenerate Account or Contact name in Calendar view of Events

Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.
Coy Privette over 1 year ago in Calendar & Events 1 Will not implement

Have the option to delete multiple events in the Calendar

It would be cool if there was a function that allows users to delete multiple events on their calendar.
John Agravante over 1 year ago in Calendar & Events 0 Will not implement