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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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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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All ideas

    Showing 344 of 344

    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 almost 2 years 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 almost 2 years 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 about 2 years 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 about 2 years 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 about 2 years ago in Admin & Settings 0

    Adding Contacts in Bulk

    No description provided
    Guest about 2 years ago in  0 Already exists

    Notifications - Flag accounts that are falling off

    Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
    Guest about 2 years ago in Accounts & Contacts 0

    CRM Views- Assigned to specific users

    Create a custom view and have the ability to assign it to specific users/roles
    Guest about 2 years ago in Reporting 0

    ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

    NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
    Guest about 2 years ago in Calendar & Events 0 Will not implement

    report on orders that pulls insurance, code, was it billed, referring provider for CRM for HME/infusion

    Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.
    Bryan Costreie about 2 years ago in Reporting 0 Already exists