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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.
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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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Showing 278 of 278

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 2 months ago in Calendar & Events 0 Will not implement

Reporting - Conversion Ratio by LOB

Reporting for Conversion ratio by LOB matched against state and national average
Jessi Owens 25 days ago in Reporting 0 Future consideration

Add photo to a contact

Add a Provider photo to their contact
Guest 3 months ago in Accounts & Contacts 1 Future consideration

ability to multi-select in reports

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Guest about 1 month ago in Reporting 0 Future consideration

Goals - previous month/quarter look back/drill down

Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback
Ellen Knowles about 1 month ago in Goals 0

Business card - scanner improvements

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.
Ellen Knowles about 1 month ago in Accounts & Contacts 0

Non-admit reason - HCHB

NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi
Ellen Knowles about 1 month ago in Referrals 0

Adding option to add referral owner field when creating new referral

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Guest about 1 month ago in Referrals 0 Will not implement

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 4 months ago in Reporting 0

Ability to arrange Contacts by their last name in Mobile

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Guest about 1 month ago in Accounts & Contacts 0