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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

Accounts & Contacts

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Automatically Create Office Of when assigning Physicians from Insights

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...
Jessi Owens 5 days ago in Accounts & Contacts 0 Will not implement

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 3 months ago in Accounts & Contacts 0 Will not implement

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

Ability to choose Account or Contact for CRM when assigning from Data

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
Jessi Owens 9 months ago in Accounts & Contacts 0 Will not implement

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest 10 months ago in Accounts & Contacts 0 Will not implement

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 11 months ago in Accounts & Contacts 0 Will not implement

Automatically convert contacts into accounts

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts
Guest 11 months ago in Accounts & Contacts 0 Will not implement

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt over 1 year ago in Accounts & Contacts 0 Will not implement

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement