Bulk selection and filter by Branch when Creating Views for Specific Users

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.

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.

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

I wanted to be able to save files on my accounts and contacts for documentation references

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...