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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.
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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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All ideas

Showing 330 of 330

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut over 1 year ago in Referrals 0 Future consideration

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest over 1 year ago in Accounts & Contacts 0

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut over 3 years ago in Accounts & Contacts 0 Future consideration

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price over 3 years ago in Admin & Settings 0 Will not implement

Spell correct in app

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them
Victoria Poppino over 1 year ago in Reporting 0

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest over 1 year ago in Calendar & Events 0 Future consideration

Have a way to blackout days you are off.

Black out days that you are off or not availble.
Guest over 1 year ago in Calendar & Events 0

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman over 1 year ago in Reporting 0 Future consideration

Selecting Multiple Users - Pages

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...
Bryan Costreie over 1 year ago in Admin & Settings 0

Adding Contacts in Bulk

No description provided
Guest over 1 year ago in  0 Already exists