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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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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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All ideas

    Showing 357 of 357

    Title missing

    please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
    Guest about 1 year ago in Accounts & Contacts 1 Already exists

    Link activity to gmail

    to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...
    Guest about 1 year ago in Calendar & Events 0

    Primary and Secondary specialties needed

    vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
    Guest about 1 year ago in Accounts & Contacts 3 Already exists

    Increase contact allowance on an event

    Increase the maximum allowance of contacts per event to greater than 8.
    Jessi Owens about 1 year ago in Calendar & Events 0

    User Login reporting

    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.
    Jessi Owens about 1 year ago in Reporting 0

    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.
    Guest about 1 year ago in Admin & Settings 0

    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

    Reporting - Conversion Ratio by LOB

    Reporting for Conversion ratio by LOB matched against state and national average
    Jessi Owens about 1 year ago in Reporting 0 Future consideration

    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 2 years ago in Referrals 0 Future consideration

    ability to multi-select in reports

    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