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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 353 of 353

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 0 Already exists

seperate events by rep DVR

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
Bryan Costreie over 2 years ago in Reporting 0 Will not implement

add in subject and actual completed time and Date Daily Visit report

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.
Bryan Costreie over 2 years ago in Reporting 0 Already exists

Update full list of observances to include all holidays

We have the place to mark the religion of a specific contact, but not all major religious holidays are outlined in the "Observances" calendar. It would be beneficial to add things like Kwanza, Chinese New Year, Ramadan, etc to alert the sales reps...
Madison Levine over 2 years ago in Calendar & Events 0 On Roadmap

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest over 2 years ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 0 Will not implement

manager views in mobile app

need to be able to see more as a manager in mobile (for example- orders list)
Coy Privette over 2 years ago in Accounts & Contacts 0 Will not implement

Include definition and a sample on columns for Data Import on CRM Admin module

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 0 Already exists

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest over 2 years ago in Reporting 0 Will not implement

Leave Behind for CRM Data

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
Mary Nichols over 2 years ago in Accounts & Contacts 0 Future consideration