PINNED
Interactive Map with Account Pins by Address
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.
PINNED
Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.
Add ability to attach a picture to an account, contact or event.
It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.
adding a feature for a Manager/Admin to mass update Record Field for Accounts.
This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman
over 1 year ago
in Accounts & Contacts
0
Already exists
The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...
Alex Chesnutt
over 3 years ago
in Accounts & Contacts
0
Future consideration
0
Future consideration
