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Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman about 2 months ago in Calendar & Events 0 Future consideration

Adding ability to Search Accounts by Address in CRM Mobile APP

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
Jill Cisco 4 months ago in Accounts & Contacts 1

Status of Admissions for my home health referrals

I am receiving hospice referrals and I am only a representative for home health. Please unattach my name from hospice. . I need my HOME HEALTH referrals attached to my name in the system for an accurate report. There are no reports for home hea...
Guest 2 months ago in Referrals 0

Referral to Admission Time Report by Team & Agency

We currently have this at the user level but not at the Team & Agency
Maegan Williams 2 months ago in Reporting 0

New CRM Opportunity Type for B2B sales

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type
Guest 2 months ago in  0

Contact address

is there a way that the platform will automatically enter the address when we add a new contact to a facility?
Guest 2 months ago in Accounts & Contacts 0

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert 3 months ago in Accounts & Contacts 1 Already exists

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest 3 months 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 3 months 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 3 months ago in Referrals 0 Future consideration