Pinned ideas

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.

PINNED Marketing Automation - 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.

All ideas

1 VOTE

Contact address

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

Guest over 2 years ago in Accounts & Contacts 0

1 VOTE

Merge accounts

Is there a way we can merge accounts that are the same?

Heather Hebert over 2 years ago in Accounts & Contacts 1 Already exists

1 VOTE

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR

Guest over 2 years ago in Referrals 0 Will not implement

1 VOTE

Market Spotlight Bulk Assignment

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.

Nica Yabut over 2 years ago in Market Data 0 Already exists

1 VOTE

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 over 2 years ago in Referrals 0 Already exists

1 VOTE

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 over 2 years ago in Accounts & Contacts 0

1 VOTE

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 over 2 years ago in Reporting 0

1 VOTE

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.