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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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PINNED 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.
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Accounts & Contacts

Showing 84 of 276

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut over 2 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt over 2 years ago in Accounts & Contacts 0 Already exists

Ability to Copy Contact Details to an Account

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Future consideration

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Future consideration