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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.
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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.
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Accounts & Contacts

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Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens about 1 month ago in Accounts & Contacts 0 Released

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 11 months ago in Accounts & Contacts 0 Released

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 2 months ago in Accounts & Contacts 0 Released

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 11 months ago in Accounts & Contacts 0 Released

Event contacts

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events
Guest about 2 years ago in Accounts & Contacts 4 Released

Please allow the ability to see Additional Communication notes

The notes that imported over from trella edge show up in that section.
Guest over 1 year ago in Accounts & Contacts 1 Released

Edge Notes

When entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered.
Guest about 2 years ago in Accounts & Contacts 1 Released

Account and Contact Merge Identification

Add an identifier within the UI to identify Accounts and Contacts that have been merged.
Jessi Owens 3 months ago in Accounts & Contacts 0 Released

To have the Additional Communication in the CRM App

The Additional Communication field on the CRM web app should be included in the CRM mobile app.
john Agravante about 2 years ago in Accounts & Contacts 0 Released

Have a Request Ownership button on mobile

To have a button to request ownership for accounts and contacts on mobile
john Agravante over 2 years ago in Accounts & Contacts 0 Released