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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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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Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest over 1 year ago in Referrals 0 Will not implement

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price about 3 years ago in Admin & Settings 0 Will not implement

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest over 1 year ago in Calendar & Events 0 Will not implement

Add ability to transfer recurring events

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned
Guest over 1 year ago in Calendar & Events 0 Will not implement

Create easy way to submit support ticket on CRM Web and Mobile

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Guest over 1 year ago in  0 Will not implement

Sales Zones for Accounts

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.
Marc Angelo De Guzman over 1 year 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 over 1 year ago in Accounts & Contacts 0 Will not implement

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

Change date range on my performance summary in Home Tab.
Guest over 1 year ago in Reporting 0 Will not implement

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 almost 2 years ago in Admin & Settings / Calendar & Events 0 Will not implement

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 almost 2 years ago in  0 Will not implement