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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.

All ideas

Showing 330 of 330

Add visuals/graphs to CRM Reports

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.
Michelle Malone 7 months ago in Reporting 0 Future consideration

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 about 1 year ago in Calendar & Events 0 Already exists

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols 4 months ago in Goals 0

Have option to duplicate time when duplicating events

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.
Madison Burns over 2 years ago in Calendar & Events 1 Already exists

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest 4 months ago in Market Data 2 Will not implement

Events - Note scanner

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?
Ellen Knowles 8 months ago in Calendar & Events 0 Future consideration

Create Account-level setting to automate Frequency

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...
Jessi Owens 4 months ago in Accounts & Contacts 0

Event history when moving into new environments

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).
Jessi Owens 4 months ago in Calendar & Events 0

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 4 months ago in Calendar & Events 0 Already exists

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt 4 months ago in Admin & Settings 0 Future consideration