Skip to Main Content
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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Ability to make additional CRM fields mandatory

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving
Michelle Malone 8 months ago in Admin & Settings 0

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.
Bryan Costreie over 3 years ago in Accounts & Contacts 2 Future consideration

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens almost 2 years ago in Referrals 0

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman over 2 years ago in Accounts & Contacts 0 Will not implement

Monthly View on MAR CRM Mobile

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
Guest over 1 year ago in Calendar & Events 0

Bulk Delete / Bulk Unassign for Calendar Events and Account Territory Assignments in Marketscape CRM

Currently, when attempting to delete or reassign accounts from a market zone or territory in Marketscape CRM, the system blocks the action if there are any associated historical calendar events — even events dating back several years. The only ava...
Marc Angelo De Guzman 4 months ago in Accounts & Contacts 0

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt over 1 year ago in Calendar & Events 0

Add the ability for public views to be locked by admins so they cannot be deleted by other users

Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.
Ashley Scrimo 12 months ago in Accounts & Contacts 0

Add an audit trail for deleted views

It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.
Ashley Scrimo 12 months ago in Accounts & Contacts 0

On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Ashley Scrimo about 1 year ago in Accounts & Contacts 0