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Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 3 months ago in Accounts & Contacts 0 Will not implement

ability to see current patients that reside in facilities

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile
Mary Nichols 2 months ago in Accounts & Contacts 0

A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
Guest about 1 month ago in Accounts & Contacts 0

Can we link or connect the providers to accounts when we create them/

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...
Guest about 1 month ago in Accounts & Contacts 0

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green 6 months ago in Accounts & Contacts 0

Add ability to attach a picture to an account, contact or event.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.
Guest about 2 months ago in Accounts & Contacts 0

Add the ability to search by address in mobile app

I can see all physicians that are at that address and choose the one I’m looking for.
Guest 5 months ago in Accounts & Contacts 0

Contacts associated with multiple Accounts.

One provider may work at multiple facilities (Accounts).
Guest 3 months ago in Accounts & Contacts 0

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest 3 months ago in Accounts & Contacts 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart 3 months ago in Accounts & Contacts 0