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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.
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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.
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All ideas

    Showing 353 of 353

    Add a date rage to Advanced AE Summary Report (Orders)

    It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.
    Guest 7 months ago in Reporting 1

    Add a new Event Recurrence Type: Quarterly

    During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.
    Crisia Tolentino 7 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 over 1 year ago in Admin & Settings 0

    To follow up with an account once you met with them to prompt you further action is needed.

    After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.
    Guest about 1 year ago in Accounts & Contacts 0

    Change the wording of Event to Sales Call in the crm user interface

    A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...
    Crisia Tolentino 7 months ago in Calendar & Events 0 Will not implement

    Upload file

    ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded
    Guest about 1 year ago in Accounts & Contacts 0 Future consideration

    Primary Specialty, Clients

    to help properly categorize clients need other specialties : Wound Care
    Guest 7 months ago in Accounts & Contacts 3 Already exists

    Events with patients

    I’d like to schedule an event on my calendar with patients
    Guest 7 months ago in Calendar & Events 0 Future consideration

    Allow "Lead" to be auto-generated from Accounts module.

    Saves duplication of effort in Accounts to Leads.
    Guest 8 months ago in Goals 0

    Month-over-Month user trend reporting

    Month-over-Month historical user trending report
    Jessi Owens over 1 year ago in Reporting 0 Future consideration