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Have a way to blackout days you are off.

Black out days that you are off or not availble.
Guest over 2 years ago in Calendar & Events

To enable the selection of multiple branches simultaneously within the Daily Visit Report.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.
Marc Angelo De Guzman over 2 years ago in Reporting Future consideration

Selecting Multiple Users - Pages

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...
Bryan Costreie over 2 years ago in Admin & Settings

Adding Contacts in Bulk

No description provided
Guest over 2 years ago in  Already exists

Notifications - Flag accounts that are falling off

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.
Guest over 2 years ago in Accounts & Contacts

CRM Views- Assigned to specific users

Create a custom view and have the ability to assign it to specific users/roles
Guest over 2 years ago in Reporting

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest over 2 years ago in Calendar & Events Will not implement

report on orders that pulls insurance, code, was it billed, referring provider for CRM for HME/infusion

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.
Bryan Costreie over 2 years ago in Reporting Already exists

Add ability to transfer recurring events

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned
Guest over 2 years ago in Calendar & Events Will not implement

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 Already exists