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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 Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

Accounts & Contacts

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Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest 7 days ago in Accounts & Contacts 0

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 8 days ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 8 days ago in Accounts & Contacts 1 Already exists

Phone extension option

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Guest 8 days ago in Accounts & Contacts 0

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 13 days ago in Accounts & Contacts 3 Already exists

Business card - scanner improvements

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.
Ellen Knowles about 1 month ago in Accounts & Contacts 0

Ability to arrange Contacts by their last name in Mobile

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Guest about 1 month ago in Accounts & Contacts 0

To follow up with an account once you met with them to prompt you further action is needed.

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.
Guest 2 months ago in Accounts & Contacts 0

Additional Notes formatting

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing
Guest 2 months ago in Accounts & Contacts 0

Upload file

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded
Guest 2 months ago in Accounts & Contacts 0 Future consideration