PINNED
Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
PINNED
HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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.
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
almost 3 years ago
in Referrals
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Future consideration
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.
CRM Mobile> Status Confirmation when saving Events
To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
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Future consideration
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