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PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
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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Showing 297 of 297

Patient calendar Events

being able to create events with patients (not just contacts and accounts), can this also be linked to the patient Provider?
Guest about 1 month ago in Calendar & Events 0

Link activity to gmail

to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...
Guest about 1 month ago in Calendar & Events 0

Primary and Secondary specialties needed

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist
Guest about 1 month ago in Accounts & Contacts 3 Already exists

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 about 2 months ago in Calendar & Events 0

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 5 months ago in Reporting 0

Increase contact allowance on an event

Increase the maximum allowance of contacts per event to greater than 8.
Jessi Owens about 2 months ago in Calendar & Events 0

User Login reporting

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Jessi Owens about 2 months ago in Reporting 0

Notifications - Ability to customize Notification > Enabling per business line referrals HOS/Palliative/Home Health

Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.
Guest about 2 months ago in Admin & Settings 0

Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Amery Zita about 2 months ago in Reporting 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 about 1 year ago in Accounts & Contacts 0 Will not implement