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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 332 of 332

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens about 1 year ago in Referrals 0

Ability to set default number of results on Account or Contacts Tab

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Marc Angelo De Guzman 4 months ago in Accounts & Contacts 1

Contact Type - Bring over from EHR Integration

specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-phy...
Guest 2 months ago in Accounts & Contacts 0

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine about 2 years ago in Accounts & Contacts 0 On Roadmap

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo 5 months ago in Accounts & Contacts 0

Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
Marc Angelo De Guzman 5 months ago in Orders 0

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest 7 months ago in Calendar & Events 0

Reporting - Referrals and Expenses Per Account/Marketer

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...
Guest 3 months ago in Reporting 0

SAVE AS in market spotlight

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.
Guest 5 months ago in Market Data 0

Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Ashley Scrimo 8 months ago in Coaching 0