Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

All ideas

Showing 198 of 198

Autogenerate Account or Contact name in Calendar view of Events

Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.
Coy Privette 11 months ago in Calendar & Events 1 Will not implement

Ability to customize reports

Need to be able to add custom fields into reports and filter by them.
Coy Privette 11 months ago in Reporting 1

Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette 11 months ago in Accounts & Contacts 0 Future consideration

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette 11 months ago in Accounts & Contacts 4 Already exists

add multiple facilities under one event

when creating an event we need to be able to add more than one facility so that we dont have to create a second event which will make it look like 2different events
Guest 11 months ago in Calendar & Events 2

Have the option to delete multiple events in the Calendar

It would be cool if there was a function that allows users to delete multiple events on their calendar.
John Agravante about 1 year ago in Calendar & Events 0 Will not implement

to be able to type in colors. Or be able to color code my subject box.

I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman about 1 year ago in Calendar & Events 0 Will not implement

Bulk selection and filter by Branch when Creating Views for Specific Users

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie about 1 year ago in Accounts & Contacts 0

Linking expenses to events

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.
John Agravante over 1 year ago in Calendar & Events 0

Intro to Market Insights Video Link in EDGE Desktop

Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos  Client name: Advent HMEContact name : Rose SchieboldContact email:  rschiebold@flhre.comClient type (product with issue):  Edge De...
Guest over 1 year ago in  0