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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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.

All ideas

Showing 316 of 316

Add photo to a contact

Add a Provider photo to their contact
Guest 7 months ago in Accounts & Contacts 1 Future consideration

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 8 months ago in Referrals 0

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens about 1 year ago in Calendar & Events 0

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens over 1 year ago in Reporting 0 Will not implement

Ability to Create Folders to Organize Views in CRM

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.
Laura Green over 1 year ago in Accounts & Contacts 0

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 2 years ago in Admin & Settings 5 Already exists

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest 3 months ago in Calendar & Events 0

Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Ashley Scrimo 4 months ago in Coaching 0

Coaching - Notification for Managers when a Sales Rep has submitted a session draft

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.
Ashley Scrimo 4 months ago in Coaching 0 Future consideration

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 5 months ago in Calendar & Events 0