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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 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.

Accounts & Contacts

Showing 94 of 330

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine almost 2 years ago in Accounts & Contacts 0 On Roadmap

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 over 1 year ago in Accounts & Contacts 0 Will not implement

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 3 months ago in Accounts & Contacts 0 Will not implement

Ability to Bulk associate contacts from one Account to another acount

There are cases when user would need to transfer contacts associated to an account to another account
Marc Angelo De Guzman 3 months ago in Accounts & Contacts 0

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

View search selection hold for bulk updating ownership

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
Ashley Scrimo 6 months ago in Accounts & Contacts 0 Will not implement

Add view audit trail

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...
Ashley Scrimo 6 months 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 10 months ago in Accounts & Contacts 0 Future consideration

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest 7 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 2 years ago in Accounts & Contacts 0 Future consideration