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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

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Showing 305 of 305

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert over 1 year ago in Accounts & Contacts 1 Already exists

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest over 1 year ago in Referrals 0 Will not implement

Market Spotlight Bulk Assignment

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.
Nica Yabut over 1 year ago in Market Data 0 Already exists

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut over 1 year ago in Referrals 0 Future consideration

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest over 1 year ago in Accounts & Contacts 0

Spell correct in app

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them
Victoria Poppino over 1 year ago in Reporting 0

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest over 1 year ago in Calendar & Events 0 Future consideration

Have a way to blackout days you are off.

Black out days that you are off or not availble.
Guest over 1 year ago in Calendar & Events 0

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman over 1 year ago in Reporting 0 Future consideration

Selecting Multiple Users - Pages

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...
Bryan Costreie over 1 year ago in Admin & Settings 0