Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 353 of 353

add customized/epersonalized option to turn on/off the business card scanner saving contacts in your phone

some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile
Guest 5 months ago in Accounts & Contacts 0

ability to email/share goals via email

custmers want the ability to email goals outside of the system to execs & folks that don't access every day
Mary Nichols 10 months ago in Goals 0

Add "Transfer Ownership" to bulk option

Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner
Jessi Owens 5 months ago in Accounts & Contacts 0

Add ability to remove or gray out "Event Purpose and Expected Outcomes" field from the event form

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.
Ashley Scrimo 10 months ago in Calendar & Events 0

Add Administrative functions on mobile

Add the ability to assign Accounts and Contacts to others on the Mobile app
Jessi Owens 10 months ago in Accounts & Contacts 0

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens over 1 year ago in Calendar & Events 0 Already exists

Attachments

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...
Guest 5 months ago in Accounts & Contacts 0

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens over 1 year ago in Reporting 0

Store my own business card in Mobile App

Ability to store my own business card in the mobile app to have handy.
Crisia Tolentino 12 months ago in Admin & Settings 0

View search selection hold for bulk updating ownership

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
Ashley Scrimo about 1 year ago in Accounts & Contacts 0 Will not implement