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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.
PINNED 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.

Accounts & Contacts

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Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita about 2 months ago in Accounts & Contacts 0 Future consideration

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.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Future consideration

A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
Guest 7 months ago in Accounts & Contacts 0 Future consideration

ability to target accounts by line of business (LOB)

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...
Mary Nichols almost 2 years ago in Accounts & Contacts 0 Future consideration

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols about 1 year ago in Accounts & Contacts 0 Future consideration

It would be nice to look up an account using keywords such as an address

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 over 1 year ago in Accounts & Contacts 4 Future consideration

Ability to Copy Contact Details to an Account

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Future consideration

Account Associations

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).
Guest 8 months ago in Accounts & Contacts 0 Future consideration

Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette over 1 year ago in Accounts & Contacts 0 Future consideration

To have an Option to filter Contacts and Accounts by City on Mobile

Users can be able to filter the contacts/accounts based on their targeted city.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 1 Future consideration