I wanted to be able to save files on my accounts and contacts for documentation references
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.
Adding option to add referral owner field when creating new referral
User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Guest
12 months ago
in Referrals
0
Will not implement
Ability to arrange Contacts by their last name in Mobile
user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols
almost 2 years ago
in Reporting
0
On Roadmap
Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
Remove limitation to Characters for Work Phone number field when creating new contact in CRM
The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.
Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.
Jessi Owens
about 1 year ago
in Referrals
0
Future consideration
