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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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 264 of 264

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 12 days ago in Calendar & Events 0 Will not implement

Reassignment of historical events

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user
Jessi Owens 9 days ago in Calendar & Events 0

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.
Guest 10 days ago in Accounts & Contacts 0

Additional Notes formatting

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
Guest 12 days ago in Accounts & Contacts 0

Upload file

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
Guest 12 days ago in Accounts & Contacts 0 Future consideration

Event Types by LOB

Default my event type based on a user, group of users, or LOB
Alex Chesnutt 16 days ago in Calendar & Events 0

Move/Delete Calendar Days

Allow me to move or delete entire calendar days more easily vs having to change one by one.
Alex Chesnutt 16 days ago in Calendar & Events 0

Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
Alex Chesnutt 16 days ago in Accounts & Contacts / Calendar & Events 0

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens 17 days ago in Admin & Settings 0 Future consideration

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 18 days ago in Referrals 0 Already exists