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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
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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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Contact Date of Birth on Mobile App

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Guest over 2 years ago in Accounts & Contacts 1 Already exists