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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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All ideas

    Showing 352 of 352

    Referral to Admission Time Report by Team & Agency

    We currently have this at the user level but not at the Team & Agency
    Maegan Williams almost 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 almost 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 almost 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 Future consideration

    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

    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 about 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 about 2 years ago in Calendar & Events 0 Future consideration