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Camera Flesh On/off button add at time of Creating PDF And One option in address add the same as above options

User should be able to choose a Numbering System whether it is Indian or US etc. It should be brought to an Admin level so that once enabled it reflects everywhere. In Leads, Customers, Channels, Deals etc.

This will allow me to filter out and plan beats for the customers with the least interactions.

(under the progress of in progress, won, lost)

Is a source is selected, there should be an option to enter or select from dropdown

There should be control to restrict who can fill data, edit data etc. in form element. Also by designation. It can also be that the user who added can only edit

RM should be able to set target (Weekly, monthly, quarterly and yearly) for Partners (lead or customers) and should have an option to fill the target as well. Show the target Vs Achievement graph in Partner profile

Need the from and to address also to be available in the export of expense

Should be able to tag the users in bulk

Should be able to view the heatmap of visits, leads and customers on the web

In surgery tracker (general form) , we have accounts field element and lead/customer custom field element , but they are not dependent to each other - if select a particular account, all the tagged leads/customer will be come in the dropdown - Biorad

The manager should be able to assign a task to multiple users at a time, these will go as different tasks to each user and should be able to track individually

A user should be able to assign a task that is recurring daily, weekly or monthly etc or a recurring task can get assigned by the manager as well.

Clicking the Planned count on the Home screen will show the entire list of tasks Planned for the day. Based on the time of day, Planned events could be of different types and each will be displayed; as opposed to the previous implementation where we only showed Pending events for the day. Planned events can be of the following types: Pending events – Events planned for the day and as per the current time of the day are yet to happen. These are upcoming events. In the previous implementation Completed events– Events planned for the day and the user has updated the status to ‘Completed’ Backlog events – Events planned for the day and should have been completed before the current time and the user hasn’t updated the status to ‘Completed’.

PRIMARY USE CASE Every call is a signal for the app to find next best action for the agent. For example: Incoming/Outgoing calls- User will be asked to fill the review/comments about the Call and which will be followed by two options- first scheduling a new activity and the second one would to view the profile of the detected partner. Missed calls- Prompts you to set a reminder for a call back or call again right away to decide on next step.