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Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart about 14 hours ago in Accounts & Contacts 0

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 17 days ago in Accounts & Contacts 0 Will not implement

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest 11 months ago in Calendar & Events 0 Coming Soon!

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Guest about 2 months ago in Reporting 0 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 21 days 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 24 days ago in Calendar & Events 0 Will not implement

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 3 months ago in Accounts & Contacts 0

Add the ability to search by address in mobile app

I can see all physicians that are at that address and choose the one I’m looking for.
Guest about 2 months ago in Accounts & Contacts 0

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 about 1 month ago in Referrals 0

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman about 1 month ago in Calendar & Events 0 Future consideration