CRM Idea Center
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Accounts & Contacts

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Copy account detail in mobile

Easily change contact info and create info for new contacts
Bryan Costreie about 1 year ago in Accounts & Contacts 0

Collapse Audit Details in Screens

We would like these collapsed to allow for easier navigation to lower portion of the screen that contains headings such as Contacts, Monthly Events, Referrals, etc.
Guest over 1 year ago in Accounts & Contacts 0

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 1 year ago in Accounts & Contacts 0 Will not implement

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut almost 2 years ago in Accounts & Contacts 0 Will not implement

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut almost 2 years ago in Accounts & Contacts 0

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt almost 2 years ago in Accounts & Contacts 0 Already exists

Account Associations

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).
Guest about 1 month ago in Accounts & Contacts 0

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt 2 months ago in Accounts & Contacts 0 Future consideration

Field "Hide" feature

Ability to customize the Object view for users by hiding fields.
Coy Privette 7 months ago in Accounts & Contacts 0

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette 7 months ago in Accounts & Contacts 1 Will not implement