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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

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Showing 344 of 344

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 over 2 years ago in Accounts & Contacts 1 Already exists

When using the computer version, it would be nice to be able to scroll through different pages of contacts and select multiple contacts on different pages.

when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop
Guest over 2 years ago in Calendar & Events 0

Task Points/Vaules

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?
Guest over 2 years ago in Reporting 0

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 over 2 years ago in Accounts & Contacts 0 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 over 2 years ago in Accounts & Contacts 0 Will not implement

separate call notes for managers during ride alongs

add another call/visit notes box that is for managers only. this box should only be allowed to be editable by a manager or admin role
Guest over 2 years ago in Calendar & Events 0

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest over 2 years ago in Accounts & Contacts 0

count contacts within single calendar event

When calling on multiple contacts within single event, would be helpful if each contact would be counted individually rather than as only one for the visit. So if I meet with 4 different people in a hospital today, I can add each contact I met wit...
Guest over 2 years ago in Calendar & Events 0

Market Spotlight - Add a sub-specialty filter

This filter will help customers to Specialty on Market Spotlight like foir Internal Medicine's sub category.
Guest over 2 years ago in Market Data 0

Field to Update the "Has subordinates" for Custom Roles

Be able to change the Has subordinates YES or NO field in Custom Roles. This should be in sync to reflect the capability of user assignments same as the other default roles.
Nica Yabut over 2 years ago in Admin & Settings 0 Future consideration