Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Add the ability to choose different colors for Event types

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.