Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.
Nica Yabut
about 3 years ago
in Calendar & Events
0
Will not implement
Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file
What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante
over 3 years ago
in Expenses
0
Future consideration
Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Alex Chesnutt
almost 4 years ago
in Coaching
0
On Roadmap
Additional Filtering Options for "Daily Visit Report"
Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt
almost 4 years ago
in Reporting
0
Future consideration