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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.
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Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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
almost 3 years ago
in Accounts & Contacts
0
Future consideration
When associated contacts add the ability to Search by address to bulk associate Physicians/contacts into the same account versus searching by individual
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
"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.
The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...
auto-populate Account to contact or Event when creating in mobile
On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
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Future consideration
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