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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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Showing 295 of 295

MARCRM Overview Tab

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins
Jessi Owens over 1 year ago in  0 Will not implement

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 2 years ago in Admin & Settings 5 Already exists

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest 8 months ago in Accounts & Contacts 0 Will not implement

Report>Calls Per Day

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols over 1 year ago in Reporting 0 On Roadmap

Remove limitation to Characters for Work Phone number field when creating new contact in CRM

The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 1

Run Rate Reporting in CRM

Example: Run Rate: (# admits / the currently completed working days) x total working days Ex: August has 22 working days and a rep has 14 admits with a goal of 33. 14 admits / 16 completed days (Friday's math) 14/16 = .875 .875 x 22 (#working ...
Alex Chesnutt 8 months ago in Goals 0

Allow other users to document events for other reps (dual credit)

Events: Allow other users to document events for other reps (dual credit)
Alex Chesnutt 8 months ago in Calendar & Events 0

Goals Reports

Schedulable reports so progress reports can be sent to other teams via email
Amery Zita 8 months ago in Goals 0

Goals Accessibility on Mobile

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.
Amery Zita 8 months ago in Goals 0

Goals Filter for Event Purpose and Accounts

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.
Amery Zita 8 months ago in Goals 0