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

Accounts & Contacts

Showing 85 of 265

Account Associations

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).
Guest 8 months ago in Accounts & Contacts 0 Future consideration

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart 9 months ago in Accounts & Contacts 0

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt 9 months ago in Accounts & Contacts 0 Will not implement

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette about 1 year ago in Accounts & Contacts 1 Will not implement

Auto populate Account for an order based on Physician selected

List associated account for prescriber in orders view
Coy Privette about 1 year ago in Accounts & Contacts 0

Add order from Patient profile

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.
Coy Privette about 1 year ago in Accounts & Contacts 0

Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette over 1 year ago in Accounts & Contacts 0 Future consideration

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette over 1 year ago in Accounts & Contacts 4 Already exists

Bulk selection and filter by Branch when Creating Views for Specific Users

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie over 1 year ago in Accounts & Contacts 0

Audit Trail of Ownership Changes/Requests

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
Madison Burns almost 2 years ago in Accounts & Contacts 0