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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.
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PINNED Many to Many - 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.
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All ideas

Showing 295 of 295

MAR Edge > Ability to Change the Naming Convention on the Dashboard Charts

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut over 1 year ago in Reporting 0 Will not implement

Auto populate Account for an order based on Physician selected

List associated account for prescriber in orders view
Coy Privette over 1 year ago in Accounts & Contacts 0

Add order from Patient profile

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.
Coy Privette over 1 year ago in Accounts & Contacts 0

Marketing Calls to an Account in a Date Range

We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.
Cheryl Spaans over 1 year ago in Reporting 0 Already exists

Reports>consider breaking out reports into which should be used daily, weekly. monthly

have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming
Mary Nichols over 1 year ago in Reporting 0

Custom date range sort for reports

Need to be able to customize report time frame for all reports.
Coy Privette over 1 year ago in Reporting 0

Autogenerate Account or Contact name in Calendar view of Events

Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.
Coy Privette over 1 year ago in Calendar & Events 1 Will not implement

Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette over 1 year ago in Accounts & Contacts 0 Future consideration

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette over 1 year ago in Accounts & Contacts 4 Already exists

add multiple facilities under one event

when creating an event we need to be able to add more than one facility so that we dont have to create a second event which will make it look like 2different events
Guest over 1 year ago in Calendar & Events 3