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
Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
CRM Mobile> Status Confirmation when saving Events
To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
Can we link or connect the providers to accounts when we create them/
When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...
When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
ability to see current patients that reside in facilities
either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile
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