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PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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Showing 37

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

N/A
Guest 8 days 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 8 days 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 13 days 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 about 2 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 3 months ago in Referrals 0 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 over 1 year ago in Reporting 2 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 almost 2 years ago in Calendar & Events 1 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 3 months ago in Accounts & Contacts 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 3 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 4 months ago in Accounts & Contacts / Admin & Settings 0 Already exists