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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Monthly View on MAR CRM Mobile

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
Guest over 1 year ago in Calendar & Events 0

Add an audit trail for deleted views

It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.
Ashley Scrimo about 1 year ago in Accounts & Contacts 0

Ability to make additional CRM fields mandatory

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving
Michelle Malone 9 months ago in Admin & Settings 0

On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Ashley Scrimo about 1 year ago in Accounts & Contacts 0

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green about 3 years ago in Reporting 2 Already exists

Bulk Mileage Export for Payroll Systems

Exporting mileage totals for all employees in one report. Exporting individually is not a good solution.
Guest 5 months ago in Mileage 0

Add the account scores field to the remove owner/approve owner change report.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
Ashley Scrimo over 1 year ago in Reporting 0

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 3 years ago in Calendar & Events 1 Already exists

Bulk Delete / Bulk Unassign for Calendar Events and Account Territory Assignments in Marketscape CRM

Currently, when attempting to delete or reassign accounts from a market zone or territory in Marketscape CRM, the system blocks the action if there are any associated historical calendar events — even events dating back several years. The only ava...
Marc Angelo De Guzman 6 months ago in Accounts & Contacts 0

Delete future events upon user deactivation

Automatically delete future events for users once they are disabled for CRM
Jessi Owens 12 months ago in Admin & Settings 0