All ideas

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY

This feature on the mobile app would help sales reps plan and strategize their day by being able to look at which accounts are near each other & eliminate the need to use alternate apps to track and plan their route, which would in turn cut wo...

To have an option base on User's familiarity of the software

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...

My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.

WHEN IN THEFILED, USING THE PHONE APP, IT WOULD BE GOOD TO HAVE A TIME SAVER/ORGAINZATION FEATURE TO SORT/FILTER BY THE GEOGRAPHY OF THE AREA WHERE I PHYSICALLY AM WORKING. NOW ALL ACCOUNTS ARE IN LINE ALPHABETICALLY SO I WOULD NEED A LIST OF ACCO...

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report