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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.
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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
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Accounts & Contacts

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Adding a map to pin point accounts and contacts

Idea: To have a map function that will pinpoint the location of an account or contact using their address.
john Agravante about 2 years ago in Accounts & Contacts 0 Already exists

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut about 3 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt about 3 years ago in Accounts & Contacts 0 Already exists

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"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)
Coy Privette almost 2 years ago in Accounts & Contacts 4 Already exists

Contact Date of Birth on Mobile App

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Guest over 2 years ago in Accounts & Contacts 1 Already exists