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PINNED 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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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 255 of 255

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest about 1 year ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman about 1 year ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette about 1 year ago in Accounts & Contacts 0 Will not implement

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman about 1 year ago in Accounts & Contacts 0 Already exists

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest about 1 year ago in Reporting 0 Will not implement

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols about 1 year ago in Accounts & Contacts 0 Future consideration

Mobile filter of Accounts by other fields than name

need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)
Coy Privette about 1 year ago in Accounts & Contacts 0

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut about 1 year ago in Admin & Settings / Calendar & Events 0 Will not implement

Add Hospice Last Claimed Counts to Map Filter Criteria

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
Guest about 1 year ago in Market Data 0 Future consideration

Push notifications - CRM - Order Increase/Decrease, Order from new referral source - HME/INF

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...
Guest about 1 year ago in  0 Will not implement