Pinned ideas

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.

All ideas

Showing 255 of 255

1 VOTE

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB

Jessi Owens about 12 hours ago in Accounts & Contacts 0

1 VOTE

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 1 day ago in Accounts & Contacts 0

1 VOTE

Customize Required Fields

allow for other custom objects to be required in addition to name.

Guest 2 days ago in Accounts & Contacts 0

1 VOTE

Drag/Drop Calendar on Mobile

It would nice if we could mimic CRM Web Calendar or even Outlook Mobile Calendar drag/drop feature for CRM Mobile.

Maegan Williams 3 days ago in Calendar & Events 0

2 VOTE

Month-over-Month user trend reporting

Month-over-Month historical user trending report

Jessi Owens 7 days ago in Reporting 0

1 VOTE

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month

Guest 6 days ago in Calendar & Events 0

1 VOTE

Date of birth

Include patient dare of birth in the notifications

Guest 6 days ago in Referrals 0

2 VOTE

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10

Jessi Owens 14 days ago in Accounts & Contacts 0

1 VOTE

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior

Guest 8 days ago in Accounts & Contacts 0

1 VOTE

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral

Jessi Owens 8 days ago in Referrals 0

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