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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.
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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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Showing 330 of 330

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest almost 2 years ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette almost 2 years ago in Accounts & Contacts 0 Will not implement

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Already exists

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest almost 2 years ago in Reporting 0 Will not implement

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols almost 2 years ago in Accounts & Contacts 0 Future consideration

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut almost 2 years ago in Admin & Settings / Calendar & Events 0 Will not implement

Add Hospice Last Claimed Counts to Map Filter Criteria

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
Guest almost 2 years ago in Market Data 0 Future consideration

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 almost 2 years 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 almost 2 years ago in Calendar & Events 0 Will not implement