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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Showing 41

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 2 months ago in Calendar & Events 0 Already exists

Add notification for incomplete calendar events

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Ashley Scrimo 5 months ago in Calendar & Events 0 Already exists

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 5 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 5 months ago in Accounts & Contacts 1 Already exists

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest 5 months ago in Accounts & Contacts 3 Already exists

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 6 months ago in Referrals 0 Already exists

Connect to HCHB

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 7 months ago in Referrals 0 Already exists

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 7 months ago in Accounts & Contacts 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 8 months ago in Referrals 0 Already exists

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 8 months ago in Accounts & Contacts / Admin & Settings 0 Already exists