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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 2 months ago in Accounts & Contacts 0 Will not implement

Historical Call Notes Date Range

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.
Guest 2 months ago in Accounts & Contacts 0

Contact address

is there a way that the platform will automatically enter the address when we add a new contact to a facility?
Guest 3 months ago in Accounts & Contacts 0

Add the ability to search by address in mobile app

I can see all physicians that are at that address and choose the one I’m looking for.
Guest 3 months ago in Accounts & Contacts 0

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert 4 months ago in Accounts & Contacts 1 Already exists

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 4 months ago in Accounts & Contacts 0

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest 4 months ago in Accounts & Contacts 0

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 4 months ago in Accounts & Contacts 0 Coming Soon!

Remove limitation to Characters for Work Phone number field when creating new contact in CRM

The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.
Marc Angelo De Guzman 4 months ago in Accounts & Contacts 0

please add "0" to the rating

need another rating level for disregarded accounts
Guest 5 months ago in Accounts & Contacts 0