Accounts & Contacts

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

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...

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.

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.

Ability to customize the Object view for users by hiding fields.