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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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Showing 305 of 305

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 over 1 year ago in  0 Will not implement

Abiity to transfer a calendar from one rep to another rep

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...
Guest over 1 year ago in Calendar & Events 0 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 over 1 year ago in Calendar & Events 0 Will not implement

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 almost 2 years 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 almost 2 years ago in Calendar & Events 0 Future consideration

When choosing 2 contacts under an account for an event it shouod count as two seperate events.

It saves time entering when you talk to multiple contacts but you need so many calls per week
Guest almost 2 years ago in Accounts & Contacts 0

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 almost 2 years ago in Reporting 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 almost 2 years ago in  0 Will not implement

Add new field “same address” as Account for Contacts

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.
Guest almost 2 years ago in Accounts & Contacts 1 Already exists

When using the computer version, it would be nice to be able to scroll through different pages of contacts and select multiple contacts on different pages.

when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop
Guest about 2 years ago in Calendar & Events 0