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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...
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

Accounts & Contacts

Showing 83 of 297

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 21 days ago in Accounts & Contacts 0

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 29 days ago in Accounts & Contacts 0

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest about 1 month ago in Accounts & Contacts 0

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest about 1 month ago in Accounts & Contacts 0

Add photo to a contact

Add a Provider photo to their contact
Guest 4 months ago in Accounts & Contacts 1 Future consideration

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 4 months ago in Accounts & Contacts 0

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest about 2 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest about 2 months ago in Accounts & Contacts 1 Already exists

Phone extension option

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Guest about 2 months ago in Accounts & Contacts 0

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest about 2 months ago in Accounts & Contacts 3 Already exists