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Categories Accounts & Contacts
Created by Jill Cisco
Created on Dec 15, 2023

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Adding ability to Search Accounts by Address in CRM Mobile APP

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.

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  • Guest
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    |     Jan 22, 2024
    Search by street, city, etc within xx miles when it in the field to show all accounts to visit in that area.
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Add the ability to search by address in mobile app

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I can see all physicians that are at that address and choose the one I’m looking for.
Guest 11 months ago in Accounts & Contacts 0