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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED 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.

All ideas

Automate account and contact association when creating an event

Limits the need to go back and associate the accounts and contact. Less steps, more time for reps.
Marissa Atwell 7 months ago in Accounts & Contacts 0

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo about 1 year ago in Accounts & Contacts 0

Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
Marc Angelo De Guzman about 1 year ago in Orders 0

Enable the "-Any-" (Select All) functionality for the Marketer/User filter within the Account Engagement report.

Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.
Guest 7 months ago in Reporting 0

SAVE AS in market spotlight

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.
Guest about 1 year ago in Market Data 0

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens almost 2 years ago in Reporting 0

Everyone can share their calendars in CRM.

This way, people within the same organization can see if the people they are sharing with are available, if meetings can be scheduled, thus providing transparency and visibility within organizations if desired.
Guest 8 months ago in Calendar & Events 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 over 1 year ago in Goals 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 over 1 year 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 over 1 year ago in Accounts & Contacts 0