Accounts & Contacts

Customers want the ability to customize what is in the Account/Contact Rating field.

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

To provide Users to add notes without setting up an event.

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

Add a Provider photo to their contact

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...

We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.