Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED
Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
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 ...
View search selection hold for bulk updating ownership
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...
Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...
Give option to transfer all assigned contacts when using the approve owner change report for Accounts.
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.