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PINNED Many to Many - 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.
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

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Showing 294 of 294

Coaching - Create Sessions on the Web

Add a way for me to create a session for a user on web before moving to mobile to complete the form.
Alex Chesnutt 9 days ago in Coaching 0 Future consideration

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 9 days ago in Coaching 0 Future consideration

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 ...
Guest 4 days ago in Calendar & Events 0

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...
Ashley Scrimo 9 days ago in Accounts & Contacts 0

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 9 days ago in Coaching 0 Future consideration

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 9 days ago in Coaching 0 Future consideration

Add view audit trail

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...
Ashley Scrimo 17 days ago in Accounts & Contacts 0

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.
Ashley Scrimo 19 days ago in Reporting 0

Add a Supervisor filter to the Approve Owner Change Reports

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.
Ashley Scrimo 19 days ago in Reporting 0

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 11 days ago in Reporting 0