Accounts & Contacts

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.

Bulk selection and filter by Branch when Creating Views for Specific Users

In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.

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.

Easily change contact info and create info for new contacts

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...