Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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.
"Last Activity On" option when Creating a View (Similar to "Last Modified On")
An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there w...
auto-populate Account to contact or Event when creating in mobile
On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.
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...
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.
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