Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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 37

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest 12 months ago in Calendar & Events 0 Future consideration

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman 12 months ago in Reporting 0 Future consideration

Account hierarchy Report(s)

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 about 2 years ago in Reporting 0 Future consideration

report on orders that pulls insurance, code, was it billed, referring provider for CRM for HME/infusion

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.
Bryan Costreie about 1 year ago in Reporting 0 Future consideration

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols about 1 year ago in Accounts & Contacts 0 Future consideration

Add Hospice Last Claimed Counts to Map Filter Criteria

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
Guest about 1 year ago in Market Data 0 Future consideration

Report Enhancement - Accounts with no completed events 120 days

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...
Mimi Freleaux over 1 year ago in Reporting 0 Future consideration

hide inactive contacts

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.
Guest over 1 year ago in Calendar & Events 0 Future consideration

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...
Guest over 1 year ago in Accounts & Contacts 4 Future consideration

Updates to expenses tab

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 over 1 year ago in Expenses 0 Future consideration