Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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

Showing 16

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 8 months 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 11 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 over 1 year 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 over 1 year 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 over 1 year 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 over 1 year 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 over 1 year 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 almost 2 years 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 almost 2 years 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 2 years ago in Accounts & Contacts 0 Will not implement