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

Accounts & Contacts

Showing 93 of 329

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 7 months ago in Accounts & Contacts 3 Already exists

Business card - scanner improvements

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.
Ellen Knowles 8 months ago in Accounts & Contacts 0

Ability to arrange Contacts by their last name in Mobile

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Guest 8 months ago in Accounts & Contacts 0

Can we link or connect the providers to accounts when we create them/

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...
Guest over 1 year ago in Accounts & Contacts 0

ability to see current patients that reside in facilities

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile
Mary Nichols over 1 year ago in Accounts & Contacts 0

Additional Notes formatting

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing
Guest 9 months ago in Accounts & Contacts 0

Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
Alex Chesnutt 9 months ago in Accounts & Contacts / Calendar & Events 0

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 9 months ago in Accounts & Contacts 0 Already exists

Customer Fields - Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 9 months ago in Accounts & Contacts 0

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 over 1 year ago in Accounts & Contacts 1