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

Accounts & Contacts

Showing 81 of 255

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 8 months ago in Accounts & Contacts 0 Will not implement

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest about 2 months ago in Accounts & Contacts 0

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine about 1 year ago in Accounts & Contacts 0 On Roadmap

Add a change history log for Accounts and Contacts in the CRM.

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...
Ashley Scrimo 4 months ago in Accounts & Contacts 0

Need the ownership of an account when updated to propagate to all associated contacts.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
Ashley Scrimo 4 months ago in Accounts & Contacts 0

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.
Alex Chesnutt about 1 year ago in Accounts & Contacts 0 On Roadmap

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 3 months ago in Accounts & Contacts 0

Interactive Map with Account Pins by Address

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Future consideration

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green 11 months ago in Accounts & Contacts 0

Adding ability to Search Accounts by Address in CRM Mobile APP

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
Jill Cisco 11 months ago in Accounts & Contacts 1