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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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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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All ideas

    Sales Zones for Accounts

    Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
    Marc Angelo De Guzman almost 3 years ago in Accounts & Contacts 0 Will not implement

    manager views in mobile app

    need to be able to see more as a manager in mobile (for example- orders list)
    Coy Privette almost 3 years ago in Accounts & Contacts 0 Will not implement

    Include definition and a sample on columns for Data Import on CRM Admin module

    It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.
    Marc Angelo De Guzman almost 3 years ago in Accounts & Contacts 0 Already exists

    Edge: Change date range on my performance summary in Home Tab

    Change date range on my performance summary in Home Tab.
    Guest about 3 years ago in Reporting 0 Will not implement

    Leave Behind for CRM Data

    Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts
    Mary Nichols about 3 years ago in Accounts & Contacts 0 Future consideration

    Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

    The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
    Nica Yabut about 3 years ago in Admin & Settings / Calendar & Events 0 Will not implement

    Add Hospice Last Claimed Counts to Map Filter Criteria

    currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
    Guest about 3 years ago in Market Data 0 Future consideration

    Push notifications - CRM - Order Increase/Decrease, Order from new referral source - HME/INF

    Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...
    Guest about 3 years ago in  0 Will not implement

    Abiity to transfer a calendar from one rep to another rep

    The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...
    Guest about 3 years ago in Calendar & Events 0 Will not implement

    Ability to save changes in CRM App when offline

    Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.
    Michelle mmalone@trellahealth.com about 3 years ago in Calendar & Events 0 Will not implement