Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Referrals

Showing 2

Show history of coordination notes for patient in CRM, not just the most recent

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"
Pierre Menard about 1 year ago in Referrals 0 Released

Add Playmaker ID to Referrals screen CSV export file

Request: To have the Playmaker ID be an available option as an available field in the referrals tab so that it can be included in the exported CSV file. Platform: Spark What the client expects: The Playmaker ID should be available when exporting C...
john Agravante over 2 years ago in Referrals 0 Released