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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 Interactive Map with Account Pins by Address
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.

Accounts & Contacts

Showing 80 of 278

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

All sales people would benefit
Guest 11 months ago in Accounts & Contacts 0 Already exists

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 12 months ago in Accounts & Contacts 0

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 almost 2 years ago in Accounts & Contacts 0 Future consideration

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 about 1 year ago in Accounts & Contacts 0

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette over 1 year ago in Accounts & Contacts 0 Will not implement