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

Accounts & Contacts

Showing 13

To have an Option to filter Contacts and Accounts by City on Mobile

Users can be able to filter the contacts/accounts based on their targeted city.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 1 Future consideration

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut over 2 years ago in Accounts & Contacts 0 Future consideration

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Future consideration