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email from within App

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
Jessi Owens 12 months ago in Calendar & Events Already exists

Many to Many - Automatic association for Primary Account

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Bryan Costreie about 1 year ago in Accounts & Contacts Already exists

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green almost 3 years ago in Reporting Already exists

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 3 years ago in Calendar & Events Already exists

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens almost 2 years ago in Calendar & Events 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 over 1 year ago in Calendar & Events Already exists

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 3 years ago in Admin & Settings Already exists

Primary Specialty, Clients

to help properly categorize clients need other specialties : Wound Care
Guest 12 months ago in Accounts & Contacts Already exists

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest about 1 year ago in Accounts & Contacts Already exists

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 about 1 year ago in Calendar & Events Already exists