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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.
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

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Showing 305 of 305

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest 3 months ago in Accounts & Contacts 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 7 months ago in Calendar & Events 0

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 7 months ago in Reporting 0 Future consideration

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 about 2 years ago in Calendar & Events 1 Already exists

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

Can you please add additional titles (receptionist, administrative, etc) to the contact group?

N/A
Guest 4 months ago in Accounts & Contacts 1 Already exists

Title missing

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)
Guest 4 months ago in Accounts & Contacts 1 Already exists

Phone extension option

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Guest 4 months ago in Accounts & Contacts 0

Patient calendar Events

being able to create events with patients (not just contacts and accounts), can this also be linked to the patient Provider?
Guest 4 months ago in Calendar & Events 0

Link activity to gmail

to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...
Guest 4 months ago in Calendar & Events 0