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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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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.
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Accounts & Contacts

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

N/A
Guest 5 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 5 months ago in Accounts & Contacts 1 Already exists

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 5 months ago in Accounts & Contacts 3 Already exists

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 7 months ago in Accounts & Contacts 0 Already exists

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 8 months ago in Accounts & Contacts / Admin & Settings 0 Already exists

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest about 1 year ago in Accounts & Contacts 0 Already exists

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert over 1 year ago in Accounts & Contacts 1 Already exists

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette almost 2 years ago in Accounts & Contacts 4 Already exists