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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 46

To have the Additional Communication in the CRM App

The Additional Communication field on the CRM web app should be included in the CRM mobile app.
john Agravante over 2 years ago in Accounts & Contacts 0 Released

Have a Request Ownership button on mobile

To have a button to request ownership for accounts and contacts on mobile
john Agravante about 3 years ago in Accounts & Contacts 0 Released

Add Address Details for Accounts on Report

Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
Alex Chesnutt over 3 years ago in  0 Released

Add Existing Fields - Advanced AE reporting

New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Alex Chesnutt over 3 years ago in  0 Released

Add Existing Field - Add Event End Date to Daily Visit Report

requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
Alex Chesnutt over 3 years ago in  0 Released

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt over 3 years ago in Reporting 0 Released