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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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.

Accounts & Contacts

Showing 88 of 313

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine over 1 year ago in Accounts & Contacts 0 On Roadmap

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.
Bryan Costreie about 2 years ago in Accounts & Contacts 0 Future consideration

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

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 about 1 month 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 3 months ago in Accounts & Contacts 0

Add photo to a contact

Add a Provider photo to their contact
Guest 7 months ago in Accounts & Contacts 1 Future consideration

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green over 1 year 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 7 months ago in Accounts & Contacts 0 Future consideration

Audit Trail of Ownership Changes/Requests

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
Madison Burns over 2 years ago in Accounts & Contacts 0

Add Administrative functions on mobile

Add the ability to assign Accounts and Contacts to others on the Mobile app
Jessi Owens about 1 month ago in Accounts & Contacts 0