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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

    Custom Event Creation

    Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
    Josh Price about 4 years ago in Admin & Settings 0 Will not implement

    Adding an update for a referral that has passed.... Deceased.

    Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our p...
    Guest about 2 years ago in Referrals 0

    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 over 4 years ago in Accounts & Contacts 0 Future consideration

    When completing a new event, go back to that specific account page instead of to the calendar page.

    It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...
    Guest about 2 years ago in Calendar & Events 1 Already exists

    Referral Tracking Capability

    We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...
    Guest about 2 years ago in Referrals 0

    Calendar Subscription - Real time synchronization of CRM calendar to third party apps

    For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...
    Guest over 2 years ago in  0 Already exists

    Add "Methods" to expense report or ability to create view

    This will allow managers to customize their expense views for exporting purposes.
    Bryan Costreie over 2 years ago in Expenses 0 On Roadmap

    Daily visit tally

    I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...
    Guest over 2 years ago in Calendar & Events 0 Already exists

    A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

    Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
    Guest over 2 years ago in Accounts & Contacts 0 Future consideration

    CRM Automatic Contact Birthday Alerts

    Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.
    Guest over 2 years ago in Accounts & Contacts 0