All ideas

Showing 32 of 32

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly

Guest 5 days ago in 0

1 VOTE

When activity completed, have auto pop-up to schedule follow-up

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.

Guest 4 days ago in Calendar & Events 0

1 VOTE

Printing / exporting in ER the font needs to be increased

In printing / exporting the ER the font needs to be increased because it is too small.

Nica Yabut 6 days ago in Expenses 0

1 VOTE

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.

Tim Arrowsmith 11 days ago in Accounts & Contacts 0

1 VOTE

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving

Guest 19 days ago in 0

2 VOTE

Spark Integrating w/ Business Card Readers

Clients can meet upwards of 100 new contacts per week.

Guest 4 months ago in Accounts & Contacts 0

1 VOTE

Macro when selecting Event type

The client, Caris Health would like to have an option to have their call visit notes be pre populated when choosing event types.

Marc Angelo De Guzman 2 months ago in Calendar & Events 0

1 VOTE

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting

Ashley Orris 2 months ago in 0

1 VOTE

All Referral Hospice LOS Summary Report

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.

Guest 3 months ago in 0 Future consideration

1 VOTE

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.

Nica Yabut 3 months ago in Calendar & Events 0

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