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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
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.

All ideas

Showing 41

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut almost 3 years ago in Accounts & Contacts 0 Already exists

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt almost 3 years ago in Accounts & Contacts 0 Already exists

Goals: charts by user in group goals

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)
Jessi Owens 10 months ago in Goals 0 Already exists

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens 10 months ago in Calendar & Events 0 Already exists

Expense by contact

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.
Jill Cisco over 1 year ago in Expenses 0 Already exists

Using SOC for Admit Goals

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits
Bryan Costreie over 1 year ago in Reporting 0 Already exists

Marketing Calls to an Account in a Date Range

We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.
Cheryl Spaans over 1 year ago in Reporting 0 Already exists

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 over 1 year ago in Accounts & Contacts 4 Already exists

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 about 2 years ago in Calendar & Events 0 Already exists

The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
Jan Amato over 2 years ago in Calendar & Events 0 Already exists