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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

Accounts & Contacts

Showing 80 of 277

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 2 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 over 2 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt over 2 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 5 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 5 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 6 months ago in Accounts & Contacts 0

Bulk Event Creation

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...
Guest 6 months ago in Accounts & Contacts 0

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.
Jessi Owens 6 months ago in Accounts & Contacts 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart 11 months ago in Accounts & Contacts 0

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt 11 months ago in Accounts & Contacts 0 Will not implement