Accounts & Contacts

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.

to help properly categorize clients need other specialties : Wound Care

It would be very helpful if the contacts within an Account were listed alphabetically.

N/A

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist

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.

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.

All sales people would benefit

Is there a way we can merge accounts that are the same?