Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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

Showing 278 of 278

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens about 2 months ago in Reporting 0

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens about 2 months ago in Referrals 0 Already exists

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens about 2 months ago in Referrals 0 Will not implement

Many to Many - Ability to associate contacts to multiple accounts!

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
Alex Chesnutt over 1 year ago in Accounts & Contacts 1 On Roadmap

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine over 1 year ago in Accounts & Contacts 0 On Roadmap

Reassignment of historical events

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user
Jessi Owens 2 months ago in Calendar & Events 0

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...
Guest over 1 year ago in Accounts & Contacts 4 Future consideration

To follow up with an account once you met with them to prompt you further action is needed.

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.
Guest 2 months ago in Accounts & Contacts 0

Additional Notes formatting

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing
Guest 2 months ago in Accounts & Contacts 0

Upload file

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded
Guest 2 months ago in Accounts & Contacts 0 Future consideration