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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED 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.

All ideas

Showing 276 of 276

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 2 months ago in Referrals 0

Add short explanations and/or tips for CRM fields

This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.
Daniel Simpson 2 months ago in Admin & Settings 0

Ability to Support PDF attachment for Expenses

we should support pdf at some point, but we are not there at all
Guest 2 months ago in Expenses 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 2 months ago in Referrals 0

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt 5 months ago in Calendar & Events 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 over 1 year ago in Reporting 2 Already exists

Ability to limit fields in Account & Contact + Other Objects

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...
Marc Angelo De Guzman 8 months ago in Admin & Settings 0

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 8 months ago in Calendar & Events 1 Coming Soon!

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 almost 2 years ago in Calendar & Events 1 Future consideration

Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 3 months ago in Accounts & Contacts / Admin & Settings 0