CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 0
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
Share feedback 1

All ideas

    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

    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

    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

    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

    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 almost 3 years ago in Reporting 0

    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.
    Guest almost 3 years ago in Calendar & Events 0 Already exists

    Have a way to blackout days you are off.

    Black out days that you are off or not availble.
    Guest almost 3 years ago in Calendar & Events 0

    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 almost 3 years ago in Reporting 0 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 almost 3 years ago in Admin & Settings 0

    Adding Contacts in Bulk

    No description provided
    Guest almost 3 years ago in  0 Already exists