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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 18

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 8 months ago in Accounts & Contacts 0 Already exists

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest 4 months ago in Accounts & Contacts 3 Already exists

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 5 months ago in Accounts & Contacts 0 Already exists

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 9 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 9 months ago in Accounts & Contacts 1 Already exists

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 9 months ago in Accounts & Contacts 3 Already exists

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 12 months ago in Accounts & Contacts 0 Already exists

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 about 1 year ago in Accounts & Contacts / Admin & Settings 0 Already exists

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest over 1 year ago in Accounts & Contacts 0 Already exists

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert almost 2 years ago in Accounts & Contacts 1 Already exists