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 89 of 317

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 9 months ago in Accounts & Contacts 1

Future Date for Contacts

When searching Contact details in a view, using DATE criteria, it would be helpful to have the option for Future date ranges.
Jessi Owens 9 months ago in Accounts & Contacts 0

Ability to choose Account or Contact for CRM when assigning from Data

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
Jessi Owens 10 months ago in Accounts & Contacts 0 Will not implement

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 10 months ago in Accounts & Contacts 0 Will not implement

"Last Activity On" option when Creating a View (Similar to "Last Modified On")

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
Guest 10 months ago in Accounts & Contacts 0

Bulk Event Creation

The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...
Guest 10 months ago in Accounts & Contacts 0

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 10 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 10 months ago in Accounts & Contacts / Calendar & Events 0

Contact titles

contact titles should be visible without having to click on the contact
Guest 11 months ago in Accounts & Contacts 0

auto-populate Account to contact or Event when creating in mobile

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
Jessi Owens 11 months ago in Accounts & Contacts 0