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PINNED 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.
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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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All ideas

Showing 37

Intergrate with Concur

Allow data to flow between concur and the CRM
Theresa Stewart almost 2 years ago in Expenses 0 Future consideration

To have an Option to filter Contacts and Accounts by City on Mobile

Users can be able to filter the contacts/accounts based on their targeted city.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 1 Future consideration

Exporting Expenses Updates - Including Receipts

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante over 2 years ago in Expenses 0 Future consideration

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut over 2 years ago in Accounts & Contacts 0 Future consideration

Additional Filtering Options for "Daily Visit Report"

Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt over 2 years ago in  0 Future consideration

LOS Reporting Enhancements

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt over 2 years ago in  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 2 years ago in Accounts & Contacts 0 Future consideration