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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 84 of 299

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 7 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 8 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 about 1 year 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 about 1 year ago in Accounts & Contacts 0 Will not implement

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette over 1 year 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 over 1 year 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 over 1 year ago in Accounts & Contacts 0

Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette over 1 year ago in Accounts & Contacts 0 Future consideration

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette over 1 year ago in Accounts & Contacts 4 Already exists

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

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie almost 2 years ago in Accounts & Contacts 0