Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.

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.

All sales people would benefit

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

Is there a way we can merge accounts that are the same?

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

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.

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.