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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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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.
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All ideas

Showing 324 of 324

Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
Alex Chesnutt 8 months ago in Accounts & Contacts / Calendar & Events 0

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
Mary Nichols over 1 year ago in Accounts & Contacts 0

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens 8 months ago in Admin & Settings 0 Future consideration

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

Connect to HCHB

If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest 8 months ago in Referrals 0 Already exists

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 almost 2 years ago in  0 Will not implement

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 over 3 years ago in Expenses 0 On Roadmap

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 8 months ago in Accounts & Contacts 0 Already exists

Customer Fields - Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 8 months ago in Accounts & Contacts 0

Date of birth

Include patient dare of birth in the notifications
Guest 9 months ago in Referrals 0 Already exists