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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 344 of 344

Ability to Support PDF attachment for Expenses

we should support pdf at some point, but we are not there at all
Guest about 1 year ago in Expenses 0

When choosing 2 contacts under an account for an event it shouod count as two seperate events.

It saves time entering when you talk to multiple contacts but you need so many calls per week
Guest over 2 years ago in Accounts & Contacts 0

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Jessi Owens over 2 years ago in Calendar & Events 0 Will not implement

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt about 1 year ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt about 1 year ago in Accounts & Contacts / Admin & Settings 0 Already exists

Notifications - Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita about 1 year ago in Accounts & Contacts 0 On Roadmap

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest over 1 year ago in Accounts & Contacts 0 Will not implement

Run Rate Reporting in CRM

Example: Run Rate: (# admits / the currently completed working days) x total working days Ex: August has 22 working days and a rep has 14 admits with a goal of 33. 14 admits / 16 completed days (Friday's math) 14/16 = .875 .875 x 22 (#working ...
Alex Chesnutt over 1 year ago in Goals 0

Allow other users to document events for other reps (dual credit)

Events: Allow other users to document events for other reps (dual credit)
Alex Chesnutt over 1 year ago in Calendar & Events 0

Goals Reports

Schedulable reports so progress reports can be sent to other teams via email
Amery Zita over 1 year ago in Goals 0