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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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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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

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 8 months ago in Referrals 0 Already exists

Connect to HCHB

If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest 9 months ago in Referrals 0 Already exists

NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 10 months ago in Accounts & Contacts 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 10 months ago in Referrals 0 Already exists

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 10 months ago in Accounts & Contacts / Admin & Settings 0 Already exists

Goals Accessibility on Mobile

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.
Amery Zita about 1 year ago in Goals 0 Already exists

When completing a new event, go back to that specific account page instead of to the calendar page.

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...
Guest over 1 year ago in Calendar & Events 1 Already exists

Calendar Subscription - Real time synchronization of CRM calendar to third party apps

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...
Guest over 1 year ago in  0 Already exists

Daily visit tally

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...
Guest over 1 year ago in Calendar & Events 0 Already exists