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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.

All ideas

Showing 344 of 344

Auto-close the event after X days without completing

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.
Alex Chesnutt 7 months ago in Calendar & Events 0

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens 8 months ago in Calendar & Events 0

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest over 1 year ago in Accounts & Contacts 1

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols 8 months ago in Goals 0

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest 8 months ago in Market Data 2 Will not implement

Create Account-level setting to automate Frequency

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...
Jessi Owens 8 months ago in Accounts & Contacts 0

Event history when moving into new environments

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).
Jessi Owens 8 months ago in Calendar & Events 0

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens 8 months ago in Calendar & Events 0 Already exists

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt 8 months ago in Admin & Settings 0 Future consideration

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt over 1 year ago in Calendar & Events 0