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...

Ability to store my own business card in the mobile app to have handy.

Can you add a "task " or To do reminder list? For example, I may want to put a reminder to order a lunch on Monday for Thurs but it's not really an event.

please do this

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too

Specifically, we need each marketer to view all referrals within their agency, not just their own.

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.

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...