Accounts & Contacts

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.

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.

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.

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.

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

Account rankings should be displayed on the contacts that are associated with them.

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

Making a change to a field value in multiple accounts/contacts at one time