Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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 82 of 295

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 5 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 5 months ago in Accounts & Contacts 0

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 6 months ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 6 months ago in Accounts & Contacts / Admin & Settings 0 Already exists

Notifications - Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita 6 months ago in Accounts & Contacts 0 Future consideration

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest 8 months ago in Accounts & Contacts 0 Will not implement

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 8 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 8 months ago in Accounts & Contacts / Calendar & Events 0

Contact titles

contact titles should be visible without having to click on the contact
Guest 8 months ago in Accounts & Contacts 0

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 9 months ago in Accounts & Contacts 0 Will not implement