Accounts & Contacts

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...

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...

Update the app to work with Google Voice as the default phone app for iOS.

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.

Users can be able to filter the contacts/accounts based on their targeted city.

I wanted to be able to save files on my accounts and contacts for documentation references