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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

Showing 17

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest about 2 months ago in Accounts & Contacts 3 Already exists

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 3 months ago in Accounts & Contacts 0 Already exists

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 7 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 7 months ago in Accounts & Contacts 1 Already exists

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 7 months ago in Accounts & Contacts 3 Already exists

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 10 months ago in Accounts & Contacts 0 Already exists

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 10 months ago in Accounts & Contacts / Admin & Settings 0 Already exists

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest over 1 year ago in Accounts & Contacts 0 Already exists

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert over 1 year ago in Accounts & Contacts 1 Already exists

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Already exists