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Accounts & Contacts

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 over 2 years ago in Accounts & Contacts Already exists

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 over 2 years ago in Accounts & Contacts Future consideration

Add new field “same address” as Account for Contacts

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.
Guest almost 3 years ago in Accounts & Contacts Already exists

Adding a map to pin point accounts and contacts

Idea: To have a map function that will pinpoint the location of an account or contact using their address.
john Agravante almost 3 years ago in Accounts & Contacts Already exists

Parent Account Roll up On Mobile

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie almost 3 years ago in Accounts & Contacts Will not implement

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest almost 3 years ago in Accounts & Contacts

Collapse Audit Details in Screens

We would like these collapsed to allow for easier navigation to lower portion of the screen that contains headings such as Contacts, Monthly Events, Referrals, etc.
Guest over 3 years ago in Accounts & Contacts

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 3 years ago in Accounts & Contacts Will not implement

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut almost 4 years ago in Accounts & Contacts Will not implement

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut almost 4 years ago in Accounts & Contacts Already exists