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CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on May 10, 2024

Can we link or connect the providers to accounts when we create them/

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers.

Of course the contacts tab is great for all the other people we speak too

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Can you make it so I can add an account and a contact at the same time if both are exactly alike?

Merged
I think it would save time when adding these.
Guest 11 months ago in Admin & Settings 0