if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.
It would be nice to look up an account using keywords such as an address
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
when tracking mileage in the expenses tab. It would be nice if you could add google maps for more accurate mileage ad also if it would auto calculate the mileage rate instead of having to manually having to do it.
Guest
about 1 year ago
in Expenses
0
Future consideration
Edge: Introduction to Market Insights 101 > Articles do not have videos
Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos From Edge, Webinars, Intro to Market Insight Videos are not linking to show content
ability to target accounts by line of business (LOB)
my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...
A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.
Guest
over 1 year ago
in Reporting
0
Future consideration
When activity completed, have auto pop-up to schedule follow-up
A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
4
Future consideration
0
Future consideration
