Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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.

All ideas

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt over 4 years ago in Referrals 0 Coming Soon!

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 over 4 years ago in Reporting 0 Will not implement

LOS Reporting Enhancements

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt over 4 years ago in Reporting 0 Future consideration

Reporting by Payer Type (Insurance Type)

Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
Alex Chesnutt over 4 years ago in Reporting 0 On Roadmap

Day-to-Day Census Report

During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...
Alex Chesnutt over 4 years ago in Reporting 0 On Roadmap