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Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut 8 months ago in Admin & Settings / Calendar & Events 0 Will not implement

Push notifications - CRM - Order Increase/Decrease, Order from new referral source - HME/INF

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...
Guest 8 months ago in  0 Will not implement

Autogenerate Account or Contact name in Calendar view of Events

Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.
Coy Privette 8 months ago in Calendar & Events 1 Will not implement

Ability to save changes in CRM App when offline

Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.
Michelle mmalone@trellahealth.com 8 months ago in Calendar & Events 0 Will not implement

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Guest 9 months ago in Calendar & Events 0 Will not implement

Mass Update in Reporting

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.
Bryan Costreie 9 months ago in Reporting 0 Will not implement

MARCRM Overview Tab

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins
Guest 9 months ago in  0 Will not implement

Grey out reports that are not applicable to CRM users w/o integration

When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.
Guest 10 months ago in  0 Will not implement

Have the option to delete multiple events in the Calendar

It would be cool if there was a function that allows users to delete multiple events on their calendar.
John Agravante 11 months ago in Calendar & Events 0 Will not implement

to be able to type in colors. Or be able to color code my subject box.

I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman 12 months ago in Calendar & Events 0 Will not implement