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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.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

Accounts & Contacts

Showing 91 of 320

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest about 12 hours ago in Accounts & Contacts 0

Ability to set default number of results on Account or Contacts Tab

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Marc Angelo De Guzman about 15 hours ago in Accounts & Contacts 0

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo 18 days ago in Accounts & Contacts 0

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 25 days ago in Accounts & Contacts 0 Will not implement

Ability to Bulk associate contacts from one Account to another acount

There are cases when user would need to transfer contacts associated to an account to another account
Marc Angelo De Guzman 26 days ago in Accounts & Contacts 0

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 26 days 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 2 months ago in Accounts & Contacts 0

Create Account-level setting to automate Frequency

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...
Jessi Owens about 2 months 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 2 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 3 months ago in Accounts & Contacts 0