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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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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
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All ideas

    Autogenerate Account or Contact name in Calendar view of Events

    Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.
    Coy Privette almost 3 years ago in Calendar & Events 1 Will not implement

    Customized View for Users based on Business Line

    The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
    Coy Privette almost 3 years ago in Accounts & Contacts 0 Future consideration

    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)
    Coy Privette almost 3 years ago in Accounts & Contacts 4 Already exists

    add multiple facilities under one event

    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
    Guest almost 3 years ago in Calendar & Events 3

    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 about 3 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 about 3 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 about 3 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 over 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 over 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 over 3 years ago in Admin & Settings 0 Will not implement