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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 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.

Accounts & Contacts

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Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 11 months ago in Accounts & Contacts 0 Will not implement

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 3 months ago in Accounts & Contacts 0 Will not implement

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest 6 months ago in Accounts & Contacts 0 Will not implement

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

Automatically convert contacts into accounts

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts
Guest 7 months ago in Accounts & Contacts 0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette over 1 year ago in Accounts & Contacts 0 Will not implement

Parent Account Roll up On Mobile

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Will not implement

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 2 years ago in Accounts & Contacts 0 Will not implement

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 2 years ago in Accounts & Contacts 0 Will not implement