Pinned ideas

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.

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.

All ideas

1 VOTE

Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.

Alex Chesnutt over 1 year ago in Accounts & Contacts / Calendar & Events 0

1 VOTE

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last

Jessi Owens over 1 year ago in Admin & Settings 0 Will not implement

1 VOTE

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 over 1 year ago in Referrals 0 Already exists

2 VOTE

Default Event Type to "Call" when making a call from the Mobile App

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

Madison Burns over 3 years ago in Calendar & Events 0 Will not implement

2 VOTE

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...

Mary Nichols over 3 years ago in Accounts & Contacts 0 Future consideration

1 VOTE

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 over 1 year ago in Accounts & Contacts 0 Already exists

1 VOTE

Customer Fields - Customize Required Fields

allow for other custom objects to be required in addition to name.

Guest almost 2 years ago in Accounts & Contacts 0

2 VOTE

Ability to switch default Scaling/Zoom in or out view for Laptop and multiple display sizes

Would be great if we can have a default view Zoomed in or out for laptops and multiple display sizes to avoid scrolling and be able to view the whole columns and tabs without the need to scroll on bars and sliders.