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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 Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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All ideas

    Showing 344 of 344

    Move/Delete Calendar Days

    Allow me to move or delete entire calendar days more easily vs having to change one by one.
    Alex Chesnutt about 1 year ago in Calendar & Events 0

    Automatically associate newly created contacts to accounts

    When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
    Alex Chesnutt about 1 year ago in Accounts & Contacts / Calendar & Events 0

    Alphabetize Available fields in Views

    Request to present the available fields within the view section alphabetically first and integration fields last
    Jessi Owens about 1 year ago in Admin & Settings 0 Future consideration

    Connect to HCHB

    If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
    Guest about 1 year ago in Referrals 0 Already exists

    NPI HYPERLINK

    WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
    Guest about 1 year ago in Accounts & Contacts 0 Already exists

    Customer Fields - Customize Required Fields

    allow for other custom objects to be required in addition to name.
    Guest about 1 year ago in Accounts & Contacts 0

    Include Additional Filter to Inactivity Report

    On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.
    Nica Yabut about 2 years ago in Reporting 0

    Date of birth

    Include patient dare of birth in the notifications
    Guest about 1 year ago in Referrals 0 Already exists

    Save documents to a referral/order

    Add the ability to upload and save documents to a patient/referral
    Jessi Owens about 1 year ago in Referrals 0 Future consideration

    Add short explanations and/or tips for CRM fields

    This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.
    Daniel Simpson about 1 year ago in Admin & Settings 0