Customers want the ability to customize what is in the Account/Contact Rating field.
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.
On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?
It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Could the current Top 10 accounts show next to them if they are owned by the user or not owned?
Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.
After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again
Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
Ability to set default number of results on Account or Contacts Tab
Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Many to Many - Automatic association for Primary Account
When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
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