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

Accounts & Contacts

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Ability to Assign and unassign Contact ownership in CRM Mobile app

Currently the ability to remove a user on a contact is only available via Web. It would be nice to have this option on Mobile as well.
Guest 5 months ago in Accounts & Contacts 0 Released

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 8 months ago in Accounts & Contacts 0 Released

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 9 months ago in Accounts & Contacts 0 Released

Account and Contact Merge Identification

Add an identifier within the UI to identify Accounts and Contacts that have been merged.
Jessi Owens 10 months ago in Accounts & Contacts 0 Released

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg over 1 year ago in Accounts & Contacts 0 Released

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut over 1 year ago in Accounts & Contacts 0 Released

Please allow the ability to see Additional Communication notes

The notes that imported over from trella edge show up in that section.
Guest almost 2 years ago in Accounts & Contacts 1 Released

Many to Many - Ability to associate contacts to multiple accounts!

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
Alex Chesnutt almost 2 years ago in Accounts & Contacts 1 Released

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...
Guest almost 2 years ago in Accounts & Contacts 4 Released

To have the Additional Communication in the CRM App

The Additional Communication field on the CRM web app should be included in the CRM mobile app.
john Agravante over 2 years ago in Accounts & Contacts 0 Released