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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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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Showing 344 of 344

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
Josh Price over 1 year ago in Goals / Reporting 0

Remove the pop-up window that automatically shows up behind the cursor.

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.
Guest over 1 year ago in Calendar & Events 0

A way to set default range for historical call note

A way to set default range for historical call notes for one year instead of just the current.
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart almost 2 years ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman almost 2 years ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman almost 2 years ago in Calendar & Events 0 Will not implement

Google Voice Integration with Mobile App

Update the app to work with Google Voice as the default phone app for iOS.
Alex Chesnutt almost 2 years ago in Accounts & Contacts 0 Will not implement

Expense by contact

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.
Jill Cisco about 2 years ago in Expenses 0 Already exists

Using SOC for Admit Goals

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits
Bryan Costreie about 2 years ago in Reporting 0 Already exists

Market spotlight

It would be helpful not having to restart every time you go to market spotlight to view a doctor's profile.. As well as being able to search for the doctor after you've been in market spotlight if you didnt assigning yourself as The rep prior to e...
Hannnah Mercer-Mills about 2 years ago in Market Data 0