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.
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
over 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
over 3 years ago
in Accounts & Contacts
0
Future consideration