Accounts & Contacts

Is there a way we can merge accounts that are the same?

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.

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

Idea: To have a map function that will pinpoint the location of an account or contact using their address.

Ability to customize what columns show and arrange them in certain order

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)