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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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

Accounts & Contacts

Showing 83 of 258

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 13 days ago in Accounts & Contacts 0

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
Guest 20 days ago in Accounts & Contacts 0

Add photo to a contact

Add a Provider photo to their contact
Guest 12 days ago in Accounts & Contacts 0

Associate one contact with multiple accounts

we have several instances where a case manager or office manager works for several different practices with different providers, but are responsible for scheduling the lunches. It would be super helpful to be able to look up their records, regardl...
Guest 12 days ago in Accounts & Contacts 0

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 26 days ago in Accounts & Contacts 0

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 14 days ago in Accounts & Contacts 0

Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 15 days ago in Accounts & Contacts 0

Add an picture of a business card to a contact

add business cards to existing contact profiles and also uploading pictures of the contact to their crm contact page
Alex Chesnutt about 1 month ago in Accounts & Contacts 0

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 9 months ago in Accounts & Contacts 0 Will not implement

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt about 1 month ago in Accounts & Contacts / Admin & Settings 0