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

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Showing 330 of 330

Ability to create an event not associated with an account.

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.
Guest about 1 year ago in Calendar & Events 0

Contact titles

contact titles should be visible without having to click on the contact
Guest about 1 year ago in Accounts & Contacts 0

Add as a goal use of Market Spotlight and Data

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.
Laura Green about 1 year ago in Goals / Market Data 0

Limit "Needed Per Day" in Goals to M-F

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.
Madison Levine about 1 year ago in Goals 0

send an alert when an event is about to expire

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)
Mary Nichols about 1 year ago in Calendar & Events 0

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens about 1 year ago in Accounts & Contacts 0 Will not implement

Auto populate calendar events

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.
Guest about 1 year ago in Calendar & Events 0

Default account association on events with contacts who have an associated account.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.
Ashley Scrimo about 1 year ago in Calendar & Events 0

Add Market Spotlight Utilization to CRM Reporting + INS Reporting

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.
Guest about 1 year ago in Reporting 0

Model your CRM after a Car Dealerships CRM.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
Guest about 1 year ago in Calendar & Events 0 Will not implement