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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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.

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add action to task

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.
Guest over 1 year ago in Accounts & Contacts 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 almost 3 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 almost 3 years ago in Calendar & Events 0 Will not implement

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest over 1 year ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest over 1 year ago in Accounts & Contacts 1 Already exists

Link activity to gmail

to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...
Guest over 1 year ago in Calendar & Events 0

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest over 1 year ago in Accounts & Contacts 3 Already exists

Increase contact allowance on an event

Increase the maximum allowance of contacts per event to greater than 8.
Jessi Owens over 1 year ago in Calendar & Events 0

User Login reporting

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Jessi Owens over 1 year ago in Reporting 0

Notifications - Ability to customize Notification > Enabling per business line referrals HOS/Palliative/Home Health

Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.
Guest over 1 year ago in Admin & Settings 0