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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 320 of 320

When activity completed, have auto pop-up to schedule follow-up

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
Guest almost 3 years ago in Calendar & Events 1 Future consideration

Printing / exporting in ER the font needs to be increased

In printing / exporting the ER the font needs to be increased because it is too small.
Nica Yabut almost 3 years ago in Expenses 1 Will not implement

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith almost 3 years ago in Accounts & Contacts 0 Will not implement

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving
Bryan Costreie almost 3 years ago in  1 Will not implement

Add # of HHA, HOS, FFS, or SNF patients next to name on map view

While on Market Spotlight in mobile looking at the map view, make it easy for the rep to see who has the most HHA, Hospice, FFS, or SNF patients (depending on the users default) in whatever map area they are looking at without having to click into...
Mimi Freleaux almost 3 years ago in Market Data 0 Future consideration

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris almost 3 years ago in  1 Already exists

All Referral Hospice LOS Summary Report

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.
Guest about 3 years ago in Reporting 0 Future consideration

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut about 3 years ago in Calendar & Events 0 Already exists

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut about 3 years ago in Accounts & Contacts 0 Will not implement

Add Global Notes

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
Nica Yabut about 3 years ago in  0 Will not implement