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

All ideas

Auto-close the event after X days without completing

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.
Alex Chesnutt over 1 year ago in Calendar & Events 0

Report>Calls Per Day

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 over 2 years ago in Reporting 0 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.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 1

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens over 1 year ago in Calendar & Events 0

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols over 1 year ago in Goals 0

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Jennifer Davis over 1 year ago in Market Data 2 Will not implement

Create Account-level setting to automate Frequency

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...
Jessi Owens over 1 year ago in Accounts & Contacts 0

Event history when moving into new environments

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).
Jessi Owens over 1 year ago in Calendar & Events 0

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens over 1 year ago in Calendar & Events 0 Already exists

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt over 1 year ago in Admin & Settings 0 Future consideration