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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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 83 of 297

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 7 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 12 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 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

Contact Date of Birth on Mobile App

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.
Guest over 2 years ago in Accounts & Contacts 1 Already exists