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
about 2 years ago
in Reporting
0
On Roadmap
Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Notifications - Ability to customize Notification > Enabling per business line referrals HOS/Palliative/Home Health
Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.
Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report
It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Amery Zita
about 1 year ago
in Reporting
1
On Roadmap
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.
It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
1
On Roadmap
