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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Showing 320 of 320

Add an option to complete events in bulk

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

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt over 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 almost 2 years ago in Accounts & Contacts 1 Will not implement

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

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years ago in Reporting 0 Already exists