Pinned ideas

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 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

1 VOTE

Additional Notes formatting

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing

Guest almost 2 years ago in Accounts & Contacts 0

1 VOTE

Event Types by LOB

Default my event type based on a user, group of users, or LOB

Alex Chesnutt almost 2 years ago in Calendar & Events 0

1 VOTE

Move/Delete Calendar Days

Allow me to move or delete entire calendar days more easily vs having to change one by one.

Alex Chesnutt almost 2 years ago in Calendar & Events 0

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 almost 2 years 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 almost 2 years 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.