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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 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.
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Showing 305 of 305

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 9 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 9 months ago in Calendar & Events 0

Goals Reports

Schedulable reports so progress reports can be sent to other teams via email
Amery Zita 9 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 9 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 9 months ago in Goals 0

Improved Talking Points

Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...
Amery Zita 9 months ago in Market Data 0

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 9 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 9 months ago in Accounts & Contacts / Calendar & Events 0

AI (Artificial Intelligence) Summary of the DVR Reports

Summarize the notes from a particular period of the DVR with key insights
Amery Zita 9 months ago in Reporting 0

Reporting - Parent Account Reports

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...
Guest over 1 year ago in Referrals 0 Future consideration