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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 Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

Accounts & Contacts

Showing 80 of 277

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

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols over 1 year ago in Accounts & Contacts 0 Future consideration

When choosing 2 contacts under an account for an event it shouod count as two seperate events.

It saves time entering when you talk to multiple contacts but you need so many calls per week
Guest over 1 year ago in Accounts & Contacts 0

Add new field “same address” as Account for Contacts

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.
Guest over 1 year ago in Accounts & Contacts 1 Already exists

Adding a map to pin point accounts and contacts

Idea: To have a map function that will pinpoint the location of an account or contact using their address.
john Agravante over 1 year ago in Accounts & Contacts 0 Already exists

Parent Account Roll up On Mobile

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.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Will not implement

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest almost 2 years 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 2 years 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 2 years ago in Accounts & Contacts 0 Will not implement