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.
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Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
To follow up with an account once you met with them to prompt you further action is needed.
After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.
when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing
ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded
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.