Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED
Email Marking Integration
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.
If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest
about 2 months ago
in Referrals
0
Already exists
When completing a new event, go back to that specific account page instead of to the calendar page.
It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...
Calendar Subscription - Real time synchronization of CRM calendar to third party apps
For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...
1
Already exists
0
Already exists
