Accounts & Contacts

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)

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

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.

Users can be able to filter the contacts/accounts based on their targeted city.

To allow users to assign shared owners to their accounts or contacts based on the permission that they have

I would want to show just a group of accounts of a certain criteria that I would be working on at a given time (say, rating, type, city, etc.)

I wanted to be able to save files on my accounts and contacts for documentation references