CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
Share feedback 1
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.
Share feedback 0

All ideas

    Showing 353 of 353

    Have the option to delete multiple events in the Calendar

    It would be cool if there was a function that allows users to delete multiple events on their calendar.
    John Agravante over 2 years ago in Calendar & Events 0 Will not implement

    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 over 2 years ago in Calendar & Events 0 Will not implement

    Bulk selection and filter by Branch when Creating Views for Specific Users

    Bulk selection and filter by Branch when Creating Views for Specific Users
    Bryan Costreie over 2 years ago in Accounts & Contacts 0

    Linking expenses to events

    The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.
    John Agravante almost 3 years ago in Calendar & Events 0 Already exists

    Intro to Market Insights Video Link in EDGE Desktop

    Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos Client name: Advent HME Contact name : Rose Schiebold Contact email: rschiebold@flhre.com Client type (product with issue): Edge Desktop Issue: From Ed...
    Guest almost 3 years ago in  0 Will not implement

    Ability to change fonts and colors

    The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)
    John Agravante almost 3 years ago in Admin & Settings 0

    Spoof our email domain for email invitations

    We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.
    Guest almost 3 years ago in Calendar & Events 0 Will not implement

    The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

    Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
    Jan Amato about 3 years ago in Calendar & Events 0 Already exists

    To be able to move multiple documents in the Documents tab

    In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
    john Agravante about 3 years ago in Reporting 0

    Activity Hyperlink on a Facility Page

    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