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.
customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Guest
about 1 year ago
in Reporting
0
Future consideration
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
about 1 year 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.
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 ...
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
about 2 years ago
in Referrals
0
Future consideration
0
Future consideration
0
Future consideration
