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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 359 of 359

Ability to Bulk associate contacts from one Account to another acount

There are cases when user would need to transfer contacts associated to an account to another account
Marc Angelo De Guzman 10 months ago in Accounts & Contacts 0

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 10 months ago in Accounts & Contacts 0 Already exists

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 3 years ago in Admin & Settings 5 Already exists

Adding New Date Range - current and previous week within Reporting Field

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report
Marc De Guzman 10 months ago in Reporting 0

market spotlight - add hospice last claimed

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.
Guest over 1 year ago in Market Data 0

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 10 months ago in Calendar & Events 0

Need the ownership of an account when updated to propagate to all associated contacts.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
Ashley Scrimo over 1 year ago in Accounts & Contacts 0

ability to set goals once a quarter and auto-update/reset monthly

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.
Mary Nichols over 1 year ago in Goals 0

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens 11 months ago in Calendar & Events 0

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 2 years ago in  0 Will not implement