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

All ideas

Alphabetize Primary & Secondary Specialties

please alphabetize the secondary specialty list available within contacts.
Guest over 1 year ago in Accounts & Contacts 0

Phone extension option

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Guest over 1 year ago in Accounts & Contacts 0

Reminder lists

Can you add a "task " or To do reminder list? For example, I may want to put a reminder to order a lunch on Monday for Thurs but it's not really an event.
Guest 10 months ago in Calendar & Events 0

AI in the microphone for notes so that it can summarize and condense notes and put it in a organized way.

please do this
Guest 10 months ago in Calendar & Events 0

Add a a multi-select option on the associated contacts when creating an event so users can select multiple contacts at one time

Right now you have to select one contact at a time and click back in to search for another contact to add which can be time-consuming for the users.
Ashley Scrimo over 1 year ago in Calendar & Events 0

customize goal filters

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.
Guest over 1 year ago in Goals 0

Add visuals/graphs to CRM Reports

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone over 1 year ago in Reporting 0 Future consideration

Historical Call Notes Date Range

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.
Guest over 2 years ago in Accounts & Contacts 1

for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact

users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
Guest 11 months ago in Calendar & Events 0

Ability to view all referrals within their agency on Mobile app

Specifically, we need each marketer to view all referrals within their agency, not just their own.
Guest 11 months ago in Referrals 0