Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Merging I'm merging with another company on Mar CRM. I'm told my reps activity/notes will not map over to the other instance. This means we will lose all of our important data. We also bonus our reps based on their documentation. I haven't told th...
A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?
Adding option to add referral owner field when creating new referral
User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Ability to arrange Contacts by their last name in Mobile
user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
