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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Showing 324 of 324

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

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 5 months ago in Calendar & Events 0

Ability to limit fields in Account & Contact + Other Objects

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...
Marc Angelo De Guzman about 1 year ago in Admin & Settings 0

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest about 1 year ago in Calendar & Events 1 Coming Soon!

Remove Shared Owner Report

Create an action mimic the request owner workflow for removing ownership
Alex Chesnutt 10 months ago in Reporting 0 On Roadmap

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green over 1 year ago in Accounts & Contacts 0

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 5 months ago in Reporting 0

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie 5 months ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest 5 months ago in Calendar & Events 0

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest 10 months ago in Accounts & Contacts 1