Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED 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.
PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

All ideas

Showing 255 of 255

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith about 2 years ago in Accounts & Contacts 0 Will not implement

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving
Bryan Costreie about 2 years ago in  1 Will not implement

Add # of HHA, HOS, FFS, or SNF patients next to name on map view

While on Market Spotlight in mobile looking at the map view, make it easy for the rep to see who has the most HHA, Hospice, FFS, or SNF patients (depending on the users default) in whatever map area they are looking at without having to click into...
Mimi Freleaux about 2 years ago in Market Data 0 Future consideration

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris over 2 years ago in  1 Already exists

All Referral Hospice LOS Summary Report

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.
Guest over 2 years ago in Reporting 0 Future consideration

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut over 2 years ago in Calendar & Events 0 Already exists

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 2 years ago in Accounts & Contacts 0 Will not implement

Add Global Notes

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
Nica Yabut over 2 years ago in  0 Will not implement

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut over 2 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt over 2 years ago in Accounts & Contacts 0 Already exists