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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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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.
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All ideas

Showing 295 of 295

User impersonation

As an admin, being able to login as either a specific user or in the same role as a user
Guest about 1 year ago in Admin & Settings 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart about 1 year ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman about 1 year ago in Calendar & Events 0 Will not implement

Add option to Create weekly Goals.

A user have srequested to add functionality to be ablet set goals in a weekly duration.
Marc Angelo De Guzman about 1 year ago in Goals 0 On Roadmap

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt about 1 year ago in Accounts & Contacts 0 Will not implement

Expense by contact

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.
Jill Cisco over 1 year ago in Expenses 0 Already exists

Using SOC for Admit Goals

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits
Bryan Costreie over 1 year ago in Reporting 0 Already exists

Market spotlight

It would be helpful not having to restart every time you go to market spotlight to view a doctor's profile.. As well as being able to search for the doctor after you've been in market spotlight if you didnt assigning yourself as The rep prior to e...
Hannnah Mercer-Mills over 1 year ago in Market Data 0

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette over 1 year ago in Accounts & Contacts 1 Will not implement