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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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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
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Accounts & Contacts

    Showing 98 of 352

    Automate account and contact association when creating an event

    Limits the need to go back and associate the accounts and contact. Less steps, more time for reps.
    Marissa Atwell 20 days ago in Accounts & Contacts 0

    After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

    Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
    Crisia Tolentino 9 months ago in Accounts & Contacts 0

    Add the ability for public views to be locked by admins so they cannot be deleted by other users

    Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.
    Ashley Scrimo 5 months ago in Accounts & Contacts 0

    Add an audit trail for deleted views

    It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.
    Ashley Scrimo 5 months ago in Accounts & Contacts 0

    On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

    It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
    Ashley Scrimo 6 months ago in Accounts & Contacts 0

    Many to Many - Automatic association for Primary Account

    When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
    Bryan Costreie 11 months ago in Accounts & Contacts 0 Already exists

    Add photo to a contact

    Add a Provider photo to their contact
    Guest about 1 year ago in Accounts & Contacts 2 Future consideration

    Customize Ratings

    Customers want the ability to customize what is in the Account/Contact Rating field.
    Madison Levine over 2 years ago in Accounts & Contacts 0 On Roadmap

    Could the current Top 10 accounts show next to them if they are owned by the user or not owned?

    Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.
    Ashley Scrimo 6 months ago in Accounts & Contacts 0

    Ability to change Default date range for Historical Notes

    Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
    Guest about 1 year ago in Accounts & Contacts 1 Future consideration