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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.

All ideas

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 "Lead" to be auto-generated from Accounts module.

Saves duplication of effort in Accounts to Leads.
Guest 9 months ago in Goals 0

Add Font Size Adjustment Feature For Mobile Application Settings

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...
Guest about 3 years ago in Admin & Settings 1

ability to edit goals that are shared with you

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly
Guest 10 months ago in Goals 0

Automatic Mileage Report

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...
Alex Chesnutt about 4 years ago in Expenses 0 Coming Soon!

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

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 10 months ago in Accounts & Contacts 0 Will not implement

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 10 months ago in Goals 0 Will not implement

email notification on goal sharing

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there
Guest 10 months ago in Goals 0 On Roadmap

More talk track prompting using CRM and INS data

Introduce more prompting using the Conversation Starters based on the person we’re talking during events to produce a talk track.
Alex Chesnutt 10 months ago in Market Data 0