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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 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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All ideas

    Showing 353 of 353

    Ability to Copy Contact Details to an Account

    The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...
    Alex Chesnutt about 4 years ago in Accounts & Contacts 0 Future consideration

    Please create an option for an admin or manager to "lock" certain views so they cannot be edited by other users.

    CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...
    Ashley Scrimo about 2 years ago in Referrals 0

    Referral to Admission Time Report by Team & Agency

    We currently have this at the user level but not at the Team & Agency
    Maegan Williams about 2 years ago in Reporting 0

    New CRM Opportunity Type for B2B sales

    For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type
    Guest about 2 years ago in  1 Future consideration

    Contact address

    is there a way that the platform will automatically enter the address when we add a new contact to a facility?
    Guest about 2 years ago in Accounts & Contacts 0

    Merge accounts

    Is there a way we can merge accounts that are the same?
    Heather Hebert about 2 years ago in Accounts & Contacts 1 Already exists

    Add CRM banner: Last update received from EHR <date>@<time>

    Integrations is asked continually when did we last get an update from EHR
    Guest about 2 years ago in Referrals 0 Will not implement

    Market Spotlight Bulk Assignment

    Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.
    Nica Yabut about 2 years ago in Market Data 0 Already exists

    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 about 2 years ago in Referrals 0 Already exists

    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 about 2 years ago in Accounts & Contacts 0