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PINNED 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.
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 91 of 321

Notifications - Flag accounts that are falling off

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
Guest over 1 year ago in Accounts & Contacts 0

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

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.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette over 1 year ago in Accounts & Contacts 0 Will not implement

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Already exists

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette almost 2 years ago in Accounts & Contacts 1 Will not implement

Auto populate Account for an order based on Physician selected

List associated account for prescriber in orders view
Coy Privette almost 2 years ago in Accounts & Contacts 0

Add order from Patient profile

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.
Coy Privette almost 2 years ago in Accounts & Contacts 0

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols almost 2 years ago in Accounts & Contacts 0 Future consideration

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine almost 2 years ago in Accounts & Contacts 0 On Roadmap