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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

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Market Spotlight - Calculating and export functionality

Client would like to have the ability to export and calculate in Market Spotlight.
Guest over 2 years ago in Market Data 1 Already exists

Alignment of Dates in Calendar after Update

Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...
Guest over 2 years ago in Calendar & Events 0 Already exists

Episodic Level Reporting - Adding a section to dashboards/reporting/charts/stats to see episodic care information.

Episodic Level Reporting
Ashley Orris about 3 years ago in  1 Already exists

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut about 3 years ago in Calendar & Events 0 Already exists

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut about 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 about 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 about 1 year 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 about 1 year 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 almost 2 years ago in Reporting 0 Already exists