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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

All ideas

Showing 255 of 255

Ability to View Key Reports on Marketscape CRM Mobile

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.
Laura Green 7 months ago in  1

Adding multiple Sync IDs to one branch

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory
Bryan Costreie 7 months ago in Admin & Settings 0

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Jessi Owens about 1 year ago in Calendar & Events 0 Will not implement

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest 8 months ago in Accounts & Contacts 0 Already exists

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest almost 2 years ago in Admin & Settings 3 Will not implement

Historical Call Notes Date Range

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.
Guest 9 months ago in Accounts & Contacts 0

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 9 months ago in Calendar & Events 0 Will not implement

Please create an option for an admin or manager to "lock" certain views so they cannot be edited by other users.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...
Ashley Scrimo 9 months ago in Referrals 0

Referral to Admission Time Report by Team & Agency

We currently have this at the user level but not at the Team & Agency
Maegan Williams 9 months ago in Reporting 0

New CRM Opportunity Type for B2B sales

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type
Guest 9 months ago in  0 Future consideration