It would be helpful for users to have a way to filter down the Account Health Index details by business line.

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...

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...

There are cases when user would need to transfer contacts associated to an account to another account

It would be very helpful if the contacts within an Account were listed alphabetically.

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.

Add the ability to assign Accounts and Contacts to others on the Mobile app

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Add a Provider photo to their contact

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...