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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Search by Address for Accounts & Contacts
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...

Accounts & Contacts

Showing 83 of 297

A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
Guest 10 months ago in Accounts & Contacts 0 Future consideration

CRM Automatic Contact Birthday Alerts

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.
Guest 11 months ago in Accounts & Contacts 0

Add ability to attach a picture to an account, contact or event.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.
Guest 11 months ago in Accounts & Contacts 0

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest 12 months ago in Accounts & Contacts 0 Already exists

ability to target accounts by line of business (LOB)

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...
Mary Nichols about 2 years ago in Accounts & Contacts 0 Future consideration

Historical Call Notes Date Range

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.
Guest about 1 year ago in Accounts & Contacts 0

Contact address

is there a way that the platform will automatically enter the address when we add a new contact to a facility?
Guest about 1 year ago in Accounts & Contacts 0

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert about 1 year ago in Accounts & Contacts 1 Already exists

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest about 1 year ago in Accounts & Contacts 0

Notifications - Flag accounts that are falling off

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
Guest over 1 year ago in Accounts & Contacts 0