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.
PINNED
Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box
"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
when creating an event we need to be able to add more than one facility so that we dont have to create a second event which will make it look like 2different events
to be able to type in colors. Or be able to color code my subject box.
I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman
over 1 year ago
in Calendar & Events
0
Will not implement
The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.
John Agravante
over 1 year ago
in Calendar & Events
0
Already exists
Intro to Market Insights Video Link in EDGE Desktop
Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos Client name: Advent HME Contact name : Rose Schiebold Contact email: rschiebold@flhre.com Client type (product with issue): Edge Desktop Issue: From Ed...
4
Already exists
0
Will not implement
