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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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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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All ideas

    Add option to require Both Account and Contact on CRM Events

    Today, CRM events can be saved with either an Account or a Contact associated, but not necessarily both. Add a configurable option (organization or admin-level setting) that allows administrators to require both an Account and a Contact before an ...
    Jessi Owens about 1 month ago in Calendar & Events 0

    Bulk upload Goals

    We need to have the ability for Admins to bulk upload goals within the CRM.
    Maegan Williams 9 months ago in Goals 0

    Include Child Account Contacts in Parent Account Reassignment Flow

    Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...
    Nica Yabut 5 months ago in Accounts & Contacts 0

    email from within App

    Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
    Jessi Owens about 1 year ago in Calendar & Events 1 Already exists

    Transferring Accounts

    We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.
    Maegan Williams 6 months ago in Accounts & Contacts 0

    Call Notes Enhancement - Provide a way to lock down the call notes to just a pick list that cannot be edited. Also include the ability to multi-select from the pick lists options.

    Give the ability for admins to lock down call notes so users cannot modify picklist text. In addition, it would be helpful to enable multi-select behavior so users can indicate multiple discussion topics within a single visit.
    Ashley Scrimo 4 months ago in Admin & Settings 0

    Leads - Track discussions, contacts, length to convert, etc.

    Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...
    Michelle Malone 7 months ago in Leads 0

    After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

    Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
    Crisia Tolentino over 1 year ago in Accounts & Contacts 0

    Bulk Mileage Export for Payroll Systems

    Exporting mileage totals for all employees in one report. Exporting individually is not a good solution.
    Guest 2 months ago in Mileage 0

    Add a filter on an accounts page to be able to filter the listed contacts to those that are owned by a specific user.

    On account pages where there are 100+ contacts associated, it can be hard for users to find the contacts they are looking for. It would be helpful to have a filter above this section that users could use to filter down to the contacts owned by a c...
    Ashley Scrimo 5 months ago in Accounts & Contacts 0