Customers want the ability to customize what is in the Account/Contact Rating field.
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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.
Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Additional Filtering Options for "Daily Visit Report"
Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt
over 2 years ago
in
0
Future consideration
Add Existing Field - Add Event End Date to Daily Visit Report
requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt
over 2 years ago
in
0
Future consideration