CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 2
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.
Share feedback 0

All ideas

    Reporting - Conversion Ratio by LOB

    Reporting for Conversion ratio by LOB matched against state and national average
    Jessi Owens almost 2 years ago in Reporting 0 Future consideration

    ability to multi-select in reports

    customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
    Guest almost 2 years ago in Reporting 0 Future consideration

    Goals - previous month/quarter look back/drill down

    Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback
    Ellen Knowles almost 2 years ago in Goals 0

    Business card - scanner improvements

    The scanner ends up having more errors which causes more editing for a rep which does not = time savings.
    Ellen Knowles almost 2 years ago in Accounts & Contacts 0

    Non-admit reason - HCHB

    NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi
    Ellen Knowles almost 2 years ago in Referrals 0

    Adding option to add referral owner field when creating new referral

    User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
    Guest almost 2 years ago in Referrals 0 Will not implement

    Ability to arrange Contacts by their last name in Mobile

    user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
    Guest almost 2 years ago in Accounts & Contacts 0

    Custom Objects - Event Type requirements

    Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.
    Maegan Williams almost 2 years ago in Calendar & Events 0 Future consideration

    Event Type Date Span to mimic Outlook

    Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
    Maegan Williams almost 2 years ago in Calendar & Events 0

    Default Event Type to "Call" when making a call from the Mobile App

    When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
    Madison Burns over 3 years ago in Calendar & Events 0 Will not implement