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PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

Accounts & Contacts

Showing 81 of 255

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens about 14 hours ago in Accounts & Contacts 0

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 1 day ago in Accounts & Contacts 0

Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 2 days ago in Accounts & Contacts 0

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 14 days 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 8 days ago in Accounts & Contacts 0

Add an picture of a business card to a contact

add business cards to existing contact profiles and also uploading pictures of the contact to their crm contact page
Alex Chesnutt 23 days ago in Accounts & Contacts 0

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 27 days ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 27 days ago in Accounts & Contacts / Admin & Settings 0

Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita about 1 month ago in Accounts & Contacts 0 Future consideration

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman about 1 month ago in Accounts & Contacts 0 On Roadmap