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.
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.
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...
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
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
Bryan Costreie
almost 2 years ago
in Accounts & Contacts
0
Future consideration
0
