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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

All ideas

Options to add Field in Events

This is useful to customize client requirement in managing their events
maura flanary 8 months ago in Calendar & Events 1

Dark mode

Hello, I think it would be beneficial to offer a dark mode setting for the user interface
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 "All" option to Approve Owner change report

Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown: Assign Ownership Remove Ownership All (or can be titled Assign/Remove Ownership -OR- B...
Jessi Owens 9 months ago in Reporting 0

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 almost 3 years ago in Accounts & Contacts 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

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 9 months ago in Accounts & Contacts 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 9 months ago in Reporting 0

Change default 3 months event series period to multiple longer choices

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...
Guest over 1 year ago in Calendar & Events 0