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

All ideas

Showing 295 of 295

Increase contact allowance on an event

Increase the maximum allowance of contacts per event to greater than 8.
Jessi Owens 2 months ago in Calendar & Events 0

User Login reporting

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Jessi Owens 2 months ago in Reporting 0

Notifications - Ability to customize Notification > Enabling per business line referrals HOS/Palliative/Home Health

Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.
Guest 3 months ago in Admin & Settings 0

Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Amery Zita 3 months ago in Reporting 0

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month
Guest 5 months ago in Calendar & Events 0

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 5 months ago in Reporting 0 Future consideration

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 5 months ago in Accounts & Contacts 0 Will not implement

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 5 months ago in Referrals 0

Reporting - Conversion Ratio by LOB

Reporting for Conversion ratio by LOB matched against state and national average
Jessi Owens 3 months ago in Reporting 0 Future consideration

ability to multi-select in reports

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Guest 3 months ago in Reporting 0 Future consideration