Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

FILTER BY CATEGORY

All ideas

Showing 32 of 32

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Guest 5 days ago in  0

When activity completed, have auto pop-up to schedule follow-up

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
Guest 4 days ago in Calendar & Events 0

Printing / exporting in ER the font needs to be increased

In printing / exporting the ER the font needs to be increased because it is too small.
Nica Yabut 6 days ago in Expenses 0

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith 11 days ago in Accounts & Contacts 0

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving
Guest 19 days ago in  0

Spark Integrating w/ Business Card Readers

Clients can meet upwards of 100 new contacts per week.
Guest 4 months ago in Accounts & Contacts 0

Macro when selecting Event type

The client, Caris Health would like to have an option to have their call visit notes be pre populated when choosing event types.
Marc Angelo De Guzman 2 months ago in Calendar & Events 0

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris 2 months ago in  0

All Referral Hospice LOS Summary Report

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.
Guest 3 months ago in  0 Future consideration

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut 3 months ago in Calendar & Events 0