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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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    Customized View for Users based on Business Line

    The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
    Coy Privette about 2 years ago in Accounts & Contacts 0 Future consideration

    Exporting Expenses Updates - Including Receipts

    Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
    john Agravante over 3 years ago in Expenses 0 Future consideration

    Additional Filtering Options for "Daily Visit Report"

    Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
    Alex Chesnutt almost 4 years ago in Reporting 0 Future consideration

    LOS Reporting Enhancements

    client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
    Alex Chesnutt almost 4 years ago in Reporting 0 Future consideration

    Update or Export of Duplicate Checker Report (Accounts and Contacts)

    Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
    Alex Chesnutt almost 4 years ago in Accounts & Contacts 0 Future consideration