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.
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Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
Update or Export of Duplicate Checker Report (Accounts and Contacts)
Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt
almost 3 years ago
in Accounts & Contacts
0
Future consideration
Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...
*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt
almost 3 years ago
in Reporting
0
Coming Soon!
0
Future consideration