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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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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.
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Showing 335 of 335

Add a tab in mobile and a section on web where you can review coaching forms submitted that are associated with a specific account or contact.

This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.
Ashley Scrimo 4 days ago in Coaching 0

Add a way for admins to bulk complete draft status coaching sessions

It would be helpful for admins to have a wait to bulk complete draft status personal growth plans in the coaching tabs.
Ashley Scrimo 7 days ago in Coaching 0

Attachments

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...
Guest 5 days ago in Accounts & Contacts 0

HCPC Goals

Add additional filters to allow us to create goals based on codes and recurring vs new orders.
Alex Chesnutt about 2 months ago in Goals 0 Future consideration

Add the ability for public views to be locked by admins so they cannot be deleted by other users

Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.
Ashley Scrimo 20 days ago in Accounts & Contacts 0

Add an audit trail for deleted views

It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.
Ashley Scrimo 20 days ago in Accounts & Contacts 0

On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Ashley Scrimo about 2 months ago in Accounts & Contacts 0

After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
Crisia Tolentino 5 months ago in Accounts & Contacts 0

Could the current Top 10 accounts show next to them if they are owned by the user or not owned?

Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.
Ashley Scrimo about 2 months ago in Accounts & Contacts 0

Add the account scores field to the remove owner/approve owner change report.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
Ashley Scrimo 3 months ago in Reporting 0