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
Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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
Reports>consider breaking out reports into which should be used daily, weekly. monthly
have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming
When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box
"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
when creating an event we need to be able to add more than one facility so that we dont have to create a second event which will make it look like 2different events
to be able to type in colors. Or be able to color code my subject box.
I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman
about 2 years ago
in Calendar & Events
0
Will not implement
4
Already exists
