Accounts & Contacts

We propose the implementation of field locking for certain critical fields in Accounts, ensuring data integrity and preventing unintentional edits. Additionally, we aim to extend this feature to Contacts, specifically focusing on those originating...

This feature on the mobile app would help sales reps plan and strategize their day by being able to look at which accounts are near each other & eliminate the need to use alternate apps to track and plan their route, which would in turn cut wo...

WHEN IN THEFILED, USING THE PHONE APP, IT WOULD BE GOOD TO HAVE A TIME SAVER/ORGAINZATION FEATURE TO SORT/FILTER BY THE GEOGRAPHY OF THE AREA WHERE I PHYSICALLY AM WORKING. NOW ALL ACCOUNTS ARE IN LINE ALPHABETICALLY SO I WOULD NEED A LIST OF ACCO...

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.

the prior crm view allowed for search city - zip - this could dbe so helpful for inside sales to field sales for drive and teritory quick searching for other local drs we are doing biz with in the area

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.

need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)