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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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PINNED Marketing Automation - 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.
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Ideas

    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 11 months ago in Accounts & Contacts 0

    Monthly View on MAR CRM Mobile

    ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
    Guest about 1 year ago in Calendar & Events 0

    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.
    Bryan Costreie over 3 years ago in Accounts & Contacts 2 Future consideration

    Adding an Option to Add Additional Communication Notes on CRM Mobile.

    To provide Users to add notes without setting up an event.
    Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 0 Will not implement

    Calendar - Add Search Box to Account & Contact Panel on the Right!

    Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
    Alex Chesnutt over 1 year ago in Calendar & Events 0

    Request Ownership - Notes Section added

    LHC+Amedisys has requested to have a notes section added to request ownership to state why they are asking for the account.
    Maegan Williams 4 months 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 12 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 about 1 year ago in Reporting 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens 9 months ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens 9 months ago in Calendar & Events 0