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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.
PINNED 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.

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Showing 255 of 255

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens about 6 hours ago in Accounts & Contacts 0

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 1 day ago in Accounts & Contacts 0

Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 2 days ago in Accounts & Contacts 0

Drag/Drop Calendar on Mobile

It would nice if we could mimic CRM Web Calendar or even Outlook Mobile Calendar drag/drop feature for CRM Mobile.
Maegan Williams 2 days ago in Calendar & Events 0

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 7 days ago in Reporting 0

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month
Guest 6 days ago in Calendar & Events 0

Date of birth

Include patient dare of birth in the notifications
Guest 6 days ago in Referrals 0

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
Guest 7 days ago in Accounts & Contacts 0

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 7 days ago in Referrals 0

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 13 days ago in Accounts & Contacts 0