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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 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.

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Reporting by Payer Type (Insurance Type)

Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
Alex Chesnutt about 3 years ago in  0 On Roadmap

Day-to-Day Census Report

During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...
Alex Chesnutt about 3 years ago in  0 On Roadmap