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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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Showing 297 of 297

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
Guest 4 months ago in Accounts & Contacts 0

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 2 months 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 2 months 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 2 months ago in Accounts & Contacts 3 Already exists

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 5 months ago in Reporting 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 about 2 months ago in Calendar & Events 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

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