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PINNED Marketing Automation - 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.
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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.
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All ideas

Showing 305 of 305

Adding Contacts in Bulk

No description provided
Guest over 1 year ago in  0 Already exists

Notifications - Flag accounts that are falling off

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
Guest over 1 year ago in Accounts & Contacts 0

CRM Views- Assigned to specific users

Create a custom view and have the ability to assign it to specific users/roles
Guest over 1 year ago in Reporting 0

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest over 1 year ago in Calendar & Events 0 Will not implement

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price about 3 years ago in Admin & Settings 0 Will not implement

report on orders that pulls insurance, code, was it billed, referring provider for CRM for HME/infusion

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.
Bryan Costreie over 1 year ago in Reporting 0 Already exists

Add ability to transfer recurring events

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned
Guest over 1 year ago in Calendar & Events 0 Will not implement

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Already exists

seperate events by rep DVR

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
Bryan Costreie over 1 year ago in Reporting 0

add in subject and actual completed time and Date Daily Visit report

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.
Bryan Costreie over 1 year ago in Reporting 0 Already exists