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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

Accounts & Contacts

Showing 98 of 332

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest about 1 year ago in Accounts & Contacts 1

Need the ownership of an account when updated to propagate to all associated contacts.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
Ashley Scrimo over 1 year ago in Accounts & Contacts 0

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest 9 months ago in Accounts & Contacts 0

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 9 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 9 months ago in Accounts & Contacts 1 Already exists

Phone extension option

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Guest 9 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

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 9 months ago in Accounts & Contacts 3 Already exists

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

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 10 months ago in Accounts & Contacts 0