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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 Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie over 1 year ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest over 1 year ago in Calendar & Events 0

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

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

N/A
Guest almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years ago in Admin & Settings 0