Accounts & Contacts

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)

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

It saves time entering when you talk to multiple contacts but you need so many calls per week

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

Idea: To have a map function that will pinpoint the location of an account or contact using their address.

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.

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.

There should be a section for main phone number, direct office phone number, and extension.