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Contact address

is there a way that the platform will automatically enter the address when we add a new contact to a facility?
Guest 4 months ago in Accounts & Contacts 0

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest over 1 year ago in Admin & Settings 5 Already exists

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie 9 months ago in Referrals / Reporting 0 Future consideration

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert 5 months ago in Accounts & Contacts 1 Already exists

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest 5 months ago in Referrals 0 Will not implement

Market Spotlight Bulk Assignment

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.
Nica Yabut 5 months ago in Market Data 0 Already exists

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut 5 months ago in Referrals 0 Future consideration

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg 5 months ago in Accounts & Contacts 0

TIME OUT LOSES UNSAVED

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.
Guest 5 months ago in Accounts & Contacts 0

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 5 months ago in Accounts & Contacts 0 Coming Soon!