New Ideas for Accounts

'Mass Merge' Capability for Leads, Contacts, as well as Prospects

In addition to the Mass Update and Mass Delete we should have Mass Merge, which is the ability to merge leads to leads, contacts to contacts, and accounts to accounts.

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Owner Field on Layouts Link to Owner Profile

Owner Field value on layouts linkable to Owner profile.

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Export Mail Address for Labelling

Export mail address to print labels for direct mail.

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Accounts: Show Number of Cases Per Page

A filter that will show only the number of cases the user wants to view on the account page.

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MASS Merge capability for leads, contacts, deals, cases, and accounts

MASS Merge capability allows us to consolidate duplicate records without losing valuable contact info, email info, activities, Response Loop info, notes, etc.

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Search Range for Numeric Custom Fields

When a custom field is created and marked searchable for any of the various numeric data types (currency, integer, number, real #) you can only search for these fields with an exact value.

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Make "Sort By" field more prominent

The "Sort By" field in the advanced search section is hidden amongst all the other search criteria. For new users, it would help if it were more visible.

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RECURRING TASK-REMINDERS

It would be beneficial to multiple departments and most likely many businesses to have a simple recurring task reminder feature.

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