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Status Future consideration
Categories Accounts & Contacts
Created by Guest
Created on Aug 28, 2023

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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 several occasions.

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    Alex Chesnutt
    Reply
    |     Sep 8, 2023

    Hello!

    Thanks for submitting this idea! Would you be able to provide some more information around this request? Specifically, are you experiencing issues trying to locate accounts using the Marketscape CRM mobile app or are you using the desktop version?

    3 replies
2 MERGED

Account filtering in Mobile

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Be able to seach all accounts by city, zip code, state on mobile
Theresa Stewart 15 days ago in Accounts & Contacts 0 Future consideration
0 MERGED

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

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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
4 MERGED

Adding ability to Search Accounts by Address in CRM Mobile APP

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The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
Jill Cisco about 1 year ago in Accounts & Contacts 1 Future consideration
1 MERGED

why cant event crm view allow zip code or city search ?

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the prior crm view allowed for search city - zip - this could dbe so helpful for inside sales to field sales for drive and teritory quick searching for other local drs we are doing biz with in the area
Guest over 1 year ago in Accounts & Contacts 0 Future consideration
1 MERGED

Mobile filter of Accounts by other fields than name

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need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)
Coy Privette over 1 year ago in Accounts & Contacts 0 Future consideration
1 MERGED

PHONE APP SORTING AND FILTERING BY GEOGRAPHY

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WHEN IN THEFILED, USING THE PHONE APP, IT WOULD BE GOOD TO HAVE A TIME SAVER/ORGAINZATION FEATURE TO SORT/FILTER BY THE GEOGRAPHY OF THE AREA WHERE I PHYSICALLY AM WORKING. NOW ALL ACCOUNTS ARE IN LINE ALPHABETICALLY SO I WOULD NEED A LIST OF ACCO...
Guest over 1 year ago in Accounts & Contacts 0 Future consideration
0 MERGED

Address search for associating Contacts

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When associated contacts add the ability to Search by address to bulk associate Physicians/contacts into the same account versus searching by individual
Bryan Costreie 5 months ago in Accounts & Contacts 0 Future consideration