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PINNED 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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 242 of 242

Ability to restrict event scheduling to only Account/Contact Owners

Within settings, allowing for users to restrict event creation to only the listed shared owners on the account/contact.
Josh Price over 2 years ago in Admin & Settings 0

Tools from Managers

Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Alex Chesnutt over 2 years ago in  0 On Roadmap

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt over 2 years ago in  0 Coming Soon!

Add Address Details for Accounts on Report

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 ...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

Add Existing Fields - Advanced AE reporting

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...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

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...
Alex Chesnutt over 2 years ago in  0 Coming Soon!

LOS Reporting Enhancements

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

Update or Export of Duplicate Checker Report (Accounts and Contacts)

Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt over 2 years ago in Accounts & Contacts 0 Future consideration

Reporting by Payer Type (Insurance Type)

Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
Alex Chesnutt over 2 years ago in  0 On Roadmap