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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

Accounts & Contacts

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Many to Many - 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.
Alex Chesnutt over 1 year ago in Accounts & Contacts 1 On Roadmap

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