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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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Accounts & Contacts

Showing 84 of 299

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 almost 2 years 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

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut almost 3 years ago in Accounts & Contacts 0 Will not implement

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut almost 3 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Already exists

Future Date for Contacts

When searching Contact details in a view, using DATE criteria, it would be helpful to have the option for Future date ranges.
Jessi Owens 6 months ago in Accounts & Contacts 0

Ability to choose Account or Contact for CRM when assigning from Data

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

"Last Activity On" option when Creating a View (Similar to "Last Modified On")

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
Guest 7 months ago in Accounts & Contacts 0