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PINNED 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.
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.

All ideas

Showing 255 of 255

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 23 days ago in Reporting 0

Add short explanations and/or tips for CRM fields

This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.
Daniel Simpson 12 days ago in Admin & Settings 0

Ability to Support PDF attachment for Expenses

we should support pdf at some point, but we are not there at all
Guest 14 days ago in Expenses 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 14 days ago in Referrals 0

Add an picture of a business card to a contact

add business cards to existing contact profiles and also uploading pictures of the contact to their crm contact page
Alex Chesnutt 23 days ago in Accounts & Contacts 0

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 27 days ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
Alex Chesnutt 27 days ago in Accounts & Contacts / Admin & Settings 0

Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita about 1 month ago in Accounts & Contacts 0 Future consideration

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman about 1 month ago in Accounts & Contacts 0 On Roadmap

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 8 months ago in Accounts & Contacts 0 Will not implement