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 321 of 321

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.
Bryan Costreie about 2 years ago in Accounts & Contacts 0 Future consideration

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

To follow up with an account once you met with them to prompt you further action is needed.

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.
Guest 7 months ago in Accounts & Contacts 0

When reps complete activities on their phone, the event type defaults to other if they have to make a change in the schedule.

We need a pop to offer event types rather than default.
Guest 4 months ago in Admin & Settings 0

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month
Guest 8 months ago in Calendar & Events 0

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 8 months ago in Reporting 0 Future consideration

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 8 months ago in Accounts & Contacts 0 Will not implement

CRM Mobile> Status Confirmation when saving Events

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
Guest 4 months ago in Calendar & Events 0

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens over 1 year ago in Reporting 0 Will not implement

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 4 months ago in Reporting 0