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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 almost 3 years ago in Accounts & Contacts 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 almost 3 years ago in Calendar & Events

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 almost 3 years ago in Reporting

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 almost 3 years ago in Accounts & Contacts 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 almost 3 years ago in Accounts & Contacts Will not implement

add a section for phone extensions

There should be a section for main phone number, direct office phone number, and extension.
Guest almost 3 years ago in Accounts & Contacts

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 about 3 years ago in Calendar & Events

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 about 3 years ago in Market Data

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 about 3 years ago in Admin & Settings Future consideration

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest about 3 years ago in  Will not implement